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 | $96,162 | $86,944+10.6% | $107,525-10.6% | $74,304+29.4% |
| Participation rate | 46.5% | 59.6%-13.1pp | 75.1%-28.6pp | 60.3%-13.9pp |
| Annual return | 20.13% | 23.52%-3.4pp | 181.32%-161.2pp | 29.43%-9.3pp |
| Employer contribution / active EE | $2,253 | $2,757-18.3% | $3,754-40.0% | $2,241+0.5% |
| Participant deferral / active EE | $3,748 | $3,554+5.5% | $5,116-26.7% | $3,767-0.5% |
| Admin fee / account holder | $17,589 | $3,727+372.0% | $8,919+97.2% | $2,969+492.5% |