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 | $138,348 | $181,894-23.9% | $156,549-11.6% | $273,961-49.5% |
| Participation rate | 68.4% | 88.4%-20.0pp | 84.0%-15.6pp | 83.0%-14.6pp |
| Annual return | 6.79% | 30.74%-23.9pp | 32.23%-25.4pp | 41.45%-34.7pp |
| Employer contribution / active EE | $2,053 | $6,248-67.1% | $5,501-62.7% | $4,869-57.8% |
| Participant deferral / active EE | $5,339 | $5,550-3.8% | $4,871+9.6% | $5,287+1.0% |
| Admin fee / account holder | $20,327 | $15,559+30.6% | $13,027+56.0% | $10,132+100.6% |