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 | $103,122 | $105,630-2.4% | $87,507+17.8% | $273,961-62.4% |
| Participation rate | 41.2% | 78.2%-37.0pp | 73.8%-32.7pp | 83.0%-41.8pp |
| Annual return | 6.13% | 12.25%-6.1pp | 12.21%-6.1pp | 41.45%-35.3pp |
| Employer contribution / active EE | $410 | $3,141-87.0% | $2,550-83.9% | $4,869-91.6% |
| Participant deferral / active EE | $1,390 | $3,601-61.4% | $3,149-55.9% | $5,287-73.7% |
| Admin fee / account holder | $57,917 | $4,781+1111.5% | $4,221+1272.2% | $10,132+471.6% |