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 | $104,949 | $135,952-22.8% | $123,892-15.3% | $273,961-61.7% |
| Participation rate | 63.6% | 84.1%-20.4pp | 81.4%-17.8pp | 83.0%-19.4pp |
| Annual return | 5.78% | 56.63%-50.8pp | 47.52%-41.7pp | 41.45%-35.7pp |
| Employer contribution / active EE | $3,642 | $5,170-29.5% | $4,617-21.1% | $4,869-25.2% |
| Participant deferral / active EE | $6,253 | $6,343-1.4% | $5,984+4.5% | $5,287+18.3% |
| Admin fee / account holder | $31,806 | $9,817+224.0% | $8,357+280.6% | $10,132+213.9% |