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 | $92,524 | $99,341-6.9% | $84,750+9.2% | $273,961-66.2% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 3.50% | 22.93%-19.4pp | 22.78%-19.3pp | 41.45%-37.9pp |
| Employer contribution / active EE | $935 | $4,214-77.8% | $3,574-73.8% | $4,869-80.8% |
| Participant deferral / active EE | $3,606 | $4,269-15.5% | $3,712-2.9% | $5,287-31.8% |
| Admin fee / account holder | $20,056 | $6,644+201.9% | $5,332+276.1% | $10,132+97.9% |