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 | $76,520 | $90,503-15.5% | $78,689-2.8% | $273,961-72.1% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 3.88% | 75.60%-71.7pp | 62.18%-58.3pp | 41.45%-37.6pp |
| Employer contribution / active EE | $2,760 | $3,176-13.1% | $2,851-3.2% | $4,869-43.3% |
| Participant deferral / active EE | $5,242 | $3,901+34.4% | $3,517+49.0% | $5,287-0.9% |
| Admin fee / account holder | $26,235 | $5,263+398.5% | $4,510+481.7% | $10,132+158.9% |