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 | $91,311 | $105,630-13.6% | $87,507+4.3% | $273,961-66.7% |
| Participation rate | 68.4% | 78.2%-9.8pp | 73.8%-5.4pp | 83.0%-14.6pp |
| Annual return | 10.23% | 12.25%-2.0pp | 12.21%-2.0pp | 41.45%-31.2pp |
| Employer contribution / active EE | $1,527 | $3,141-51.4% | $2,550-40.1% | $4,869-68.6% |
| Participant deferral / active EE | $3,584 | $3,601-0.5% | $3,149+13.8% | $5,287-32.2% |
| Admin fee / account holder | $2,468 | $4,781-48.4% | $4,221-41.5% | $10,132-75.6% |