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 | $125,368 | $181,894-31.1% | $156,549-19.9% | $273,961-54.2% |
| Participation rate | 60.0% | 88.4%-28.4pp | 84.0%-24.0pp | 83.0%-23.0pp |
| Annual return | 5.50% | 30.74%-25.2pp | 32.23%-26.7pp | 41.45%-35.9pp |
| Employer contribution / active EE | $1,518 | $6,248-75.7% | $5,501-72.4% | $4,869-68.8% |
| Participant deferral / active EE | $3,346 | $5,550-39.7% | $4,871-31.3% | $5,287-36.7% |
| Admin fee / account holder | $1,251 | $15,559-92.0% | $13,027-90.4% | $10,132-87.7% |