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 | $110,735 | $96,484+14.8% | $156,263-29.1% | $74,304+49.0% |
| Participation rate | 47.7% | 67.7%-20.0pp | 78.9%-31.2pp | 60.3%-12.6pp |
| Annual return | 13.98% | 17.73%-3.7pp | 59.47%-45.5pp | 29.43%-15.4pp |
| Employer contribution / active EE | $1,292 | $2,528-48.9% | $4,333-70.2% | $2,241-42.3% |
| Participant deferral / active EE | $2,607 | $4,286-39.2% | $6,158-57.7% | $3,767-30.8% |
| Admin fee / account holder | $24,678 | $3,728+562.0% | $14,255+73.1% | $2,969+731.2% |