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 | $101,759 | $96,557+5.4% | $80,975+25.7% | $273,961-62.9% |
| Participation rate | 50.0% | 79.1%-29.1pp | 75.8%-25.8pp | 83.0%-33.0pp |
| Annual return | 11.72% | 15.14%-3.4pp | 17.10%-5.4pp | 41.45%-29.7pp |
| Employer contribution / active EE | $1,366 | $4,868-71.9% | $3,714-63.2% | $4,869-71.9% |
| Participant deferral / active EE | $5,841 | $6,598-11.5% | $5,696+2.5% | $5,287+10.5% |
| Admin fee / account holder | $637 | $7,492-91.5% | $5,516-88.5% | $10,132-93.7% |