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 | $99,235 | $214,378-53.7% | $200,582-50.5% | $142,382-30.3% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.9%-26.9pp | 80.1%-20.1pp |
| Annual return | 18.20% | 46.41%-28.2pp | 42.33%-24.1pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,081 | $6,841-69.6% | $6,419-67.6% | $4,299-51.6% |
| Participant deferral / active EE | $3,454 | $9,865-65.0% | $9,331-63.0% | $6,507-46.9% |
| Admin fee / account holder | $47,571 | $17,692+168.9% | $16,305+191.8% | $12,624+276.8% |