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 | $91,743 | $93,071-1.4% | $74,583+23.0% | $273,961-66.5% |
| Participation rate | 31.6% | 74.9%-43.4pp | 68.1%-36.5pp | 83.0%-51.4pp |
| Annual return | 7.72% | 26.18%-18.5pp | 20.47%-12.7pp | 41.45%-33.7pp |
| Employer contribution / active EE | $391 | $3,160-87.6% | $2,525-84.5% | $4,869-92.0% |
| Participant deferral / active EE | $1,307 | $4,160-68.6% | $3,458-62.2% | $5,287-75.3% |
| Admin fee / account holder | $14,562 | $5,272+176.2% | $4,138+251.9% | $10,132+43.7% |