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 | $77,217 | $93,071-17.0% | $74,583+3.5% | $273,961-71.8% |
| Participation rate | 38.5% | 74.9%-36.5pp | 68.1%-29.7pp | 83.0%-44.6pp |
| Annual return | 8.24% | 26.18%-17.9pp | 20.47%-12.2pp | 41.45%-33.2pp |
| Employer contribution / active EE | $2,692 | $3,160-14.8% | $2,525+6.6% | $4,869-44.7% |
| Participant deferral / active EE | $7,558 | $4,160+81.7% | $3,458+118.6% | $5,287+42.9% |
| Admin fee / account holder | $3,175 | $5,272-39.8% | $4,138-23.3% | $10,132-68.7% |