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 | $107,977 | $135,952-20.6% | $123,892-12.8% | $273,961-60.6% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 5.16% | 56.63%-51.5pp | 47.52%-42.4pp | 41.45%-36.3pp |
| Employer contribution / active EE | $2,246 | $5,170-56.5% | $4,617-51.3% | $4,869-53.9% |
| Participant deferral / active EE | $6,287 | $6,343-0.9% | $5,984+5.1% | $5,287+18.9% |
| Admin fee / account holder | $24,918 | $9,817+153.8% | $8,357+198.2% | $10,132+145.9% |