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 | $117,921 | $96,956+21.6% | $70,014+68.4% | $273,961-57.0% |
| Participation rate | 66.7% | 77.1%-10.4pp | 71.8%-5.1pp | 83.0%-16.3pp |
| Annual return | 5.11% | 12.93%-7.8pp | 12.99%-7.9pp | 41.45%-36.3pp |
| Employer contribution / active EE | $803 | $3,316-75.8% | $2,338-65.7% | $4,869-83.5% |
| Participant deferral / active EE | $1,171 | $3,744-68.7% | $2,931-60.0% | $5,287-77.8% |
| Admin fee / account holder | $10,817 | $7,934+36.3% | $4,380+146.9% | $10,132+6.8% |