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 | $115,989 | $132,239-12.3% | $105,722+9.7% | $273,961-57.7% |
| Participation rate | 36.4% | 83.2%-46.8pp | 78.9%-42.5pp | 83.0%-46.7pp |
| Annual return | 6.92% | 10.07%-3.2pp | 12.25%-5.3pp | 41.45%-34.5pp |
| Employer contribution / active EE | $3,112 | $4,867-36.1% | $4,079-23.7% | $4,869-36.1% |
| Participant deferral / active EE | $3,986 | $6,233-36.1% | $5,326-25.2% | $5,287-24.6% |
| Admin fee / account holder | $717 | $12,032-94.0% | $8,308-91.4% | $10,132-92.9% |