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 | $80,815 | $90,503-10.7% | $78,689+2.7% | $273,961-70.5% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 2.34% | 75.60%-73.3pp | 62.18%-59.8pp | 41.45%-39.1pp |
| Employer contribution / active EE | $5,024 | $3,176+58.2% | $2,851+76.2% | $4,869+3.2% |
| Participant deferral / active EE | $5,891 | $3,901+51.0% | $3,517+67.5% | $5,287+11.4% |
| Admin fee / account holder | $923 | $5,263-82.5% | $4,510-79.5% | $10,132-90.9% |