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 | $109,253 | $136,307-19.8% | $106,619+2.5% | $273,961-60.1% |
| Participation rate | 53.8% | 84.8%-30.9pp | 78.0%-24.1pp | 83.0%-29.2pp |
| Annual return | 7.36% | 11.05%-3.7pp | 9.42%-2.1pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,213 | $5,190-76.6% | $3,947-69.3% | $4,869-75.1% |
| Participant deferral / active EE | $4,446 | $4,969-10.5% | $3,930+13.1% | $5,287-15.9% |
| Admin fee / account holder | $1,381 | $8,625-84.0% | $6,418-78.5% | $10,132-86.4% |