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 | $202,874 | $99,341+104.2% | $84,750+139.4% | $273,961-25.9% |
| Participation rate | 46.7% | 80.7%-34.0pp | 76.6%-29.9pp | 83.0%-36.3pp |
| Annual return | 9.66% | 22.93%-13.3pp | 22.78%-13.1pp | 41.45%-31.8pp |
| Employer contribution / active EE | $1,473 | $4,214-65.0% | $3,574-58.8% | $4,869-69.7% |
| Participant deferral / active EE | $2,315 | $4,269-45.8% | $3,712-37.6% | $5,287-56.2% |
| Admin fee / account holder | $4,631 | $6,644-30.3% | $5,332-13.2% | $10,132-54.3% |