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 | $115,349 | $96,557+19.5% | $80,975+42.5% | $273,961-57.9% |
| Participation rate | 60.0% | 79.1%-19.1pp | 75.8%-15.8pp | 83.0%-23.0pp |
| Annual return | 7.49% | 15.14%-7.7pp | 17.10%-9.6pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,696 | $4,868-65.2% | $3,714-54.3% | $4,869-65.2% |
| Participant deferral / active EE | $3,295 | $6,598-50.1% | $5,696-42.2% | $5,287-37.7% |
| Admin fee / account holder | $46,301 | $7,492+518.0% | $5,516+739.5% | $10,132+357.0% |