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 | $118,169 | $163,687-27.8% | $108,745+8.7% | $273,961-56.9% |
| Participation rate | 60.0% | 82.3%-22.3pp | 77.7%-17.7pp | 83.0%-23.0pp |
| Annual return | 1.33% | 31.16%-29.8pp | 46.22%-44.9pp | 41.45%-40.1pp |
| Employer contribution / active EE | $4,343 | $4,711-7.8% | $3,323+30.7% | $4,869-10.8% |
| Participant deferral / active EE | $10,551 | $7,155+47.5% | $5,121+106.0% | $5,287+99.6% |
| Admin fee / account holder | $62,074 | $12,890+381.6% | $6,144+910.4% | $10,132+512.7% |