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 | $83,601 | $90,503-7.6% | $78,689+6.2% | $273,961-69.5% |
| Participation rate | 33.3% | 76.5%-43.2pp | 73.6%-40.2pp | 83.0%-49.7pp |
| Annual return | 2.47% | 75.60%-73.1pp | 62.18%-59.7pp | 41.45%-39.0pp |
| Employer contribution / active EE | $925 | $3,176-70.9% | $2,851-67.5% | $4,869-81.0% |
| Participant deferral / active EE | $1,851 | $3,901-52.6% | $3,517-47.4% | $5,287-65.0% |
| Admin fee / account holder | $8,656 | $5,263+64.5% | $4,510+91.9% | $10,132-14.6% |