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 | $86,117 | $81,460+5.7% | $103,333-16.7% | $80,856+6.5% |
| Participation rate | 45.6% | 66.8%-21.2pp | 74.5%-28.9pp | 67.6%-22.0pp |
| Annual return | 13.71% | 25.55%-11.8pp | 24.88%-11.2pp | 35.59%-21.9pp |
| Employer contribution / active EE | $2,028 | $3,105-34.7% | $3,868-47.6% | $2,755-26.4% |
| Participant deferral / active EE | $4,067 | $3,869+5.1% | $5,057-19.6% | $4,296-5.3% |
| Admin fee / account holder | $24,074 | $6,566+266.6% | $8,355+188.1% | $6,918+248.0% |