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 | $109,237 | $86,944+25.6% | $107,525+1.6% | $74,304+47.0% |
| Participation rate | 20.7% | 59.6%-38.8pp | 75.1%-54.3pp | 60.3%-39.6pp |
| Annual return | 22.56% | 23.52%-1.0pp | 181.32%-158.8pp | 29.43%-6.9pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $2,073 | $3,554-41.7% | $5,116-59.5% | $3,767-45.0% |
| Admin fee / account holder | $56,281 | $3,727+1410.3% | $8,919+531.0% | $2,969+1795.7% |