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 | $76,012 | $135,952-44.1% | $123,892-38.6% | $273,961-72.3% |
| Participation rate | 54.5% | 84.1%-29.5pp | 81.4%-26.9pp | 83.0%-28.5pp |
| Annual return | 7.76% | 56.63%-48.9pp | 47.52%-39.8pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,885 | $5,170-63.5% | $4,617-59.2% | $4,869-61.3% |
| Participant deferral / active EE | $2,558 | $6,343-59.7% | $5,984-57.3% | $5,287-51.6% |
| Admin fee / account holder | $18,152 | $9,817+84.9% | $8,357+117.2% | $10,132+79.2% |