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 | $83,542 | $77,314+8.1% | $177,989-53.1% | $80,856+3.3% |
| Participation rate | 46.2% | 65.7%-19.5pp | 77.1%-30.9pp | 67.6%-21.5pp |
| Annual return | 11.54% | 18.09%-6.5pp | 294.48%-282.9pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,220 | $2,292-46.8% | $3,949-69.1% | $2,755-55.7% |
| Participant deferral / active EE | $5,073 | $4,411+15.0% | $6,276-19.2% | $4,296+18.1% |
| Admin fee / account holder | $16,918 | $7,191+135.3% | $10,363+63.2% | $6,918+144.5% |