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 | $133,572 | $135,952-1.8% | $123,892+7.8% | $273,961-51.2% |
| Participation rate | 59.1% | 84.1%-25.0pp | 81.4%-22.3pp | 83.0%-23.9pp |
| Annual return | 6.48% | 56.63%-50.1pp | 47.52%-41.0pp | 41.45%-35.0pp |
| Employer contribution / active EE | $991 | $5,170-80.8% | $4,617-78.5% | $4,869-79.6% |
| Participant deferral / active EE | $6,319 | $6,343-0.4% | $5,984+5.6% | $5,287+19.5% |
| Admin fee / account holder | $5,738 | $9,817-41.5% | $8,357-31.3% | $10,132-43.4% |