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 | $83,306 | $81,446+2.3% | $103,374-19.4% | $80,874+3.0% |
| Participation rate | 36.1% | 66.9%-30.8pp | 74.5%-38.4pp | 67.6%-31.6pp |
| Annual return | 12.34% | 25.57%-13.2pp | 24.89%-12.5pp | 35.62%-23.3pp |
| Employer contribution / active EE | $1,805 | $3,107-41.9% | $3,869-53.4% | $2,756-34.5% |
| Participant deferral / active EE | $5,198 | $3,870+34.3% | $5,058+2.8% | $4,297+21.0% |
| Admin fee / account holder | $40,455 | $6,715+502.5% | $8,394+381.9% | $6,935+483.3% |