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 | $82,366 | $93,071-11.5% | $74,583+10.4% | $273,961-69.9% |
| Participation rate | 60.0% | 74.9%-14.9pp | 68.1%-8.1pp | 83.0%-23.0pp |
| Annual return | 11.03% | 26.18%-15.2pp | 20.47%-9.4pp | 41.45%-30.4pp |
| Employer contribution / active EE | $4,023 | $3,160+27.3% | $2,525+59.3% | $4,869-17.4% |
| Participant deferral / active EE | $11,860 | $4,160+185.1% | $3,458+243.0% | $5,287+124.3% |
| Admin fee / account holder | $306 | $5,272-94.2% | $4,138-92.6% | $10,132-97.0% |