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 | $96,461 | $90,503+6.6% | $78,689+22.6% | $273,961-64.8% |
| Participation rate | 52.4% | 76.5%-24.1pp | 73.6%-21.2pp | 83.0%-30.6pp |
| Annual return | 5.59% | 75.60%-70.0pp | 62.18%-56.6pp | 41.45%-35.9pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,168 | $3,901-44.4% | $3,517-38.3% | $5,287-59.0% |
| Admin fee / account holder | $912 | $5,263-82.7% | $4,510-79.8% | $10,132-91.0% |