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 | $123,328 | $181,894-32.2% | $156,549-21.2% | $273,961-55.0% |
| Participation rate | 50.0% | 88.4%-38.4pp | 84.0%-34.0pp | 83.0%-33.0pp |
| Annual return | 13.43% | 30.74%-17.3pp | 32.23%-18.8pp | 41.45%-28.0pp |
| Employer contribution / active EE | $2,800 | $6,248-55.2% | $5,501-49.1% | $4,869-42.5% |
| Participant deferral / active EE | $4,550 | $5,550-18.0% | $4,871-6.6% | $5,287-13.9% |
| Admin fee / account holder | $7,166 | $15,559-53.9% | $13,027-45.0% | $10,132-29.3% |