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 | $72,630 | $135,952-46.6% | $123,892-41.4% | $273,961-73.5% |
| Participation rate | 42.9% | 84.1%-41.2pp | 81.4%-38.6pp | 83.0%-40.2pp |
| Annual return | 7.30% | 56.63%-49.3pp | 47.52%-40.2pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,193 | $5,170-76.9% | $4,617-74.2% | $4,869-75.5% |
| Participant deferral / active EE | $2,337 | $6,343-63.2% | $5,984-60.9% | $5,287-55.8% |
| Admin fee / account holder | $16,123 | $9,817+64.2% | $8,357+92.9% | $10,132+59.1% |