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 | $83,959 | $93,071-9.8% | $74,583+12.6% | $273,961-69.4% |
| Participation rate | 66.7% | 74.9%-8.3pp | 68.1%-1.4pp | 83.0%-16.3pp |
| Annual return | 2.39% | 26.18%-23.8pp | 20.47%-18.1pp | 41.45%-39.1pp |
| Employer contribution / active EE | $132 | $3,160-95.8% | $2,525-94.8% | $4,869-97.3% |
| Participant deferral / active EE | $3,000 | $4,160-27.9% | $3,458-13.2% | $5,287-43.3% |
| Admin fee / account holder | $20,498 | $5,272+288.8% | $4,138+395.4% | $10,132+102.3% |