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 | $116,027 | $99,341+16.8% | $84,750+36.9% | $273,961-57.6% |
| Participation rate | 60.0% | 80.7%-20.7pp | 76.6%-16.6pp | 83.0%-23.0pp |
| Annual return | 2.94% | 22.93%-20.0pp | 22.78%-19.8pp | 41.45%-38.5pp |
| Employer contribution / active EE | $2,590 | $4,214-38.5% | $3,574-27.5% | $4,869-46.8% |
| Participant deferral / active EE | $8,739 | $4,269+104.7% | $3,712+135.4% | $5,287+65.3% |
| Admin fee / account holder | $14,205 | $6,644+113.8% | $5,332+166.4% | $10,132+40.2% |