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 | $70,272 | $77,164-8.9% | $178,014-60.5% | $80,874-13.1% |
| Participation rate | 50.0% | 65.7%-15.7pp | 77.1%-27.1pp | 67.6%-17.6pp |
| Annual return | 12.72% | 18.09%-5.4pp | 294.80%-282.1pp | 35.62%-22.9pp |
| Employer contribution / active EE | $2,044 | $2,288-10.6% | $3,950-48.2% | $2,756-25.8% |
| Participant deferral / active EE | $5,670 | $4,408+28.6% | $6,276-9.7% | $4,297+32.0% |
| Admin fee / account holder | $31,873 | $7,164+344.9% | $10,362+207.6% | $6,935+359.6% |