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 | $78,380 | $77,634+1.0% | $156,549-49.9% | $62,891+24.6% |
| Participation rate | 63.0% | 71.2%-8.2pp | 84.0%-21.1pp | 69.3%-6.3pp |
| Annual return | 5.96% | 50.32%-44.4pp | 32.23%-26.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,172 | $3,444-66.0% | $5,501-78.7% | $2,281-48.6% |
| Participant deferral / active EE | $3,116 | $3,045+2.3% | $4,871-36.0% | $3,203-2.7% |
| Admin fee / account holder | $990 | $5,561-82.2% | $13,027-92.4% | $4,296-77.0% |