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 | $22,137 | $90,503-75.5% | $78,689-71.9% | $273,961-91.9% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 2.87% | 75.60%-72.7pp | 62.18%-59.3pp | 41.45%-38.6pp |
| Employer contribution / active EE | $2,645 | $3,176-16.7% | $2,851-7.2% | $4,869-45.7% |
| Participant deferral / active EE | $3,240 | $3,901-17.0% | $3,517-7.9% | $5,287-38.7% |
| Admin fee / account holder | $13,609 | $5,263+158.6% | $4,510+201.7% | $10,132+34.3% |