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 | $77,928 | $90,503-13.9% | $78,689-1.0% | $273,961-71.6% |
| Participation rate | 61.1% | 76.5%-15.4pp | 73.6%-12.5pp | 83.0%-21.9pp |
| Annual return | 3.33% | 75.60%-72.3pp | 62.18%-58.8pp | 41.45%-38.1pp |
| Employer contribution / active EE | $955 | $3,176-69.9% | $2,851-66.5% | $4,869-80.4% |
| Participant deferral / active EE | $1,547 | $3,901-60.3% | $3,517-56.0% | $5,287-70.7% |
| Admin fee / account holder | $12,624 | $5,263+139.8% | $4,510+179.9% | $10,132+24.6% |