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 | $80,067 | $88,707-9.7% | $74,183+7.9% | $273,961-70.8% |
| Participation rate | 40.0% | 79.4%-39.4pp | 76.6%-36.6pp | 83.0%-43.0pp |
| Annual return | 8.09% | 11.94%-3.9pp | 17.74%-9.6pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,181 | $3,159-62.6% | $2,370-50.2% | $4,869-75.7% |
| Participant deferral / active EE | $2,188 | $4,212-48.0% | $3,550-38.3% | $5,287-58.6% |
| Admin fee / account holder | $1,147 | $8,717-86.8% | $5,586-79.5% | $10,132-88.7% |