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 | $73,145 | $93,346-21.6% | $71,796+1.9% | $273,961-73.3% |
| Participation rate | 66.7% | 76.5%-9.9pp | 69.1%-2.4pp | 83.0%-16.3pp |
| Annual return | 8.73% | 130.39%-121.7pp | 78.04%-69.3pp | 41.45%-32.7pp |
| Employer contribution / active EE | $2,203 | $2,733-19.4% | $1,924+14.5% | $4,869-54.7% |
| Participant deferral / active EE | $3,416 | $3,475-1.7% | $2,794+22.3% | $5,287-35.4% |
| Admin fee / account holder | $2,242 | $6,571-65.9% | $4,815-53.4% | $10,132-77.9% |