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 | $87,363 | $135,952-35.7% | $123,892-29.5% | $273,961-68.1% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 4.74% | 56.63%-51.9pp | 47.52%-42.8pp | 41.45%-36.7pp |
| Employer contribution / active EE | $1,160 | $5,170-77.6% | $4,617-74.9% | $4,869-76.2% |
| Participant deferral / active EE | $5,037 | $6,343-20.6% | $5,984-15.8% | $5,287-4.7% |
| Admin fee / account holder | $27,380 | $9,817+178.9% | $8,357+227.6% | $10,132+170.2% |