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 | $106,166 | $132,239-19.7% | $105,722+0.4% | $273,961-61.2% |
| Participation rate | 60.0% | 83.2%-23.2pp | 78.9%-18.9pp | 83.0%-23.0pp |
| Annual return | 5.24% | 10.07%-4.8pp | 12.25%-7.0pp | 41.45%-36.2pp |
| Employer contribution / active EE | $2,118 | $4,867-56.5% | $4,079-48.1% | $4,869-56.5% |
| Participant deferral / active EE | $5,327 | $6,233-14.5% | $5,3260% | $5,287+0.7% |
| Admin fee / account holder | $51,933 | $12,032+331.6% | $8,308+525.1% | $10,132+412.6% |