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 | $94,077 | $89,753+4.8% | $107,525-12.5% | $84,808+10.9% |
| Participation rate | 48.4% | 68.1%-19.7pp | 75.1%-26.7pp | 68.3%-19.9pp |
| Annual return | 14.44% | 29.48%-15.0pp | 181.32%-166.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,036 | $3,113-34.6% | $3,754-45.8% | $2,631-22.6% |
| Participant deferral / active EE | $4,207 | $4,056+3.7% | $5,116-17.8% | $4,212-0.1% |
| Admin fee / account holder | $51,972 | $7,222+619.6% | $8,919+482.7% | $7,344+607.7% |