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 | $118,185 | $136,307-13.3% | $106,619+10.8% | $273,961-56.9% |
| Participation rate | 60.0% | 84.8%-24.8pp | 78.0%-18.0pp | 83.0%-23.0pp |
| Annual return | 7.32% | 11.05%-3.7pp | 9.42%-2.1pp | 41.45%-34.1pp |
| Employer contribution / active EE | $913 | $5,190-82.4% | $3,947-76.9% | $4,869-81.3% |
| Participant deferral / active EE | $5,366 | $4,969+8.0% | $3,930+36.5% | $5,287+1.5% |
| Admin fee / account holder | $4,942 | $8,625-42.7% | $6,418-23.0% | $10,132-51.2% |