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 | $99,438 | $89,753+10.8% | $107,525-7.5% | $84,808+17.3% |
| Participation rate | 35.1% | 68.1%-33.0pp | 75.1%-40.0pp | 68.3%-33.3pp |
| Annual return | 17.52% | 29.48%-12.0pp | 181.32%-163.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,059 | $3,113-66.0% | $3,754-71.8% | $2,631-59.8% |
| Participant deferral / active EE | $1,850 | $4,056-54.4% | $5,116-63.8% | $4,212-56.1% |
| Admin fee / account holder | $22,182 | $7,222+207.1% | $8,919+148.7% | $7,344+202.1% |