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 | $67,431 | $135,952-50.4% | $123,892-45.6% | $273,961-75.4% |
| Participation rate | 55.6% | 84.1%-28.5pp | 81.4%-25.9pp | 83.0%-27.5pp |
| Annual return | 7.33% | 56.63%-49.3pp | 47.52%-40.2pp | 41.45%-34.1pp |
| Employer contribution / active EE | $2,301 | $5,170-55.5% | $4,617-50.2% | $4,869-52.7% |
| Participant deferral / active EE | $10,218 | $6,343+61.1% | $5,984+70.7% | $5,287+93.3% |
| Admin fee / account holder | $28,412 | $9,817+189.4% | $8,357+240.0% | $10,132+180.4% |