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 | $83,891 | $66,098+26.9% | $101,794-17.6% | $74,304+12.9% |
| Participation rate | 47.8% | 53.8%-6.0pp | 69.2%-21.4pp | 60.3%-12.6pp |
| Annual return | 15.15% | 19.59%-4.4pp | 30.53%-15.4pp | 29.43%-14.3pp |
| Employer contribution / active EE | $1,176 | $1,082+8.7% | $2,289-48.6% | $2,241-47.5% |
| Participant deferral / active EE | $3,060 | $2,781+10.0% | $4,084-25.1% | $3,767-18.8% |
| Admin fee / account holder | $30,684 | $4,146+640.1% | $8,777+249.6% | $2,969+933.5% |