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 | $159,413 | $181,894-12.4% | $156,549+1.8% | $273,961-41.8% |
| Participation rate | 63.6% | 88.4%-24.7pp | 84.0%-20.4pp | 83.0%-19.4pp |
| Annual return | 5.90% | 30.74%-24.8pp | 32.23%-26.3pp | 41.45%-35.6pp |
| Employer contribution / active EE | $4,174 | $6,248-33.2% | $5,501-24.1% | $4,869-14.3% |
| Participant deferral / active EE | $2,614 | $5,550-52.9% | $4,871-46.3% | $5,287-50.6% |
| Admin fee / account holder | $809 | $15,559-94.8% | $13,027-93.8% | $10,132-92.0% |