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 | $97,096 | $76,367+27.1% | $93,606+3.7% | $72,985+33.0% |
| Participation rate | 56.3% | 71.7%-15.5pp | 75.8%-19.6pp | 69.5%-13.2pp |
| Annual return | 25.83% | 25.82%0pp | 32.76%-6.9pp | 81.00%-55.2pp |
| Employer contribution / active EE | $486 | $2,275-78.6% | $2,718-82.1% | $2,440-80.1% |
| Participant deferral / active EE | $2,775 | $3,538-21.6% | $4,069-31.8% | $3,607-23.1% |
| Admin fee / account holder | $31,106 | $6,838+354.9% | $7,888+294.3% | $5,124+507.0% |