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 | $75,502 | $99,341-24.0% | $84,750-10.9% | $273,961-72.4% |
| Participation rate | 14.3% | 80.7%-66.4pp | 76.6%-62.3pp | 83.0%-68.7pp |
| Annual return | 7.52% | 22.93%-15.4pp | 22.78%-15.3pp | 41.45%-33.9pp |
| Employer contribution / active EE | $1,161 | $4,214-72.5% | $3,574-67.5% | $4,869-76.2% |
| Participant deferral / active EE | $2,126 | $4,269-50.2% | $3,712-42.7% | $5,287-59.8% |
| Admin fee / account holder | $26,819 | $6,644+303.7% | $5,332+403.0% | $10,132+164.7% |