See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,397 | $85,515-1.3% | $112,040-24.7% | $67,986+24.1% |
| Participation rate | 56.9% | 68.2%-11.3pp | 76.5%-19.5pp | 57.2%-0.3pp |
| Annual return | 18.43% | 29.68%-11.2pp | 24.52%-6.1pp | 31.67%-13.2pp |
| Employer contribution / active EE | $2,162 | $2,191-1.3% | $2,954-26.8% | $2,019+7.1% |
| Participant deferral / active EE | $4,396 | $4,014+9.5% | $5,098-13.8% | $3,358+30.9% |
| Admin fee / account holder | $11,401 | $3,774+202.1% | $12,098-5.8% | $3,203+255.9% |