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 | $122,746 | $96,557+27.1% | $80,975+51.6% | $273,961-55.2% |
| Participation rate | 55.6% | 79.1%-23.5pp | 75.8%-20.3pp | 83.0%-27.5pp |
| Annual return | 5.34% | 15.14%-9.8pp | 17.10%-11.8pp | 41.45%-36.1pp |
| Employer contribution / active EE | $2,403 | $4,868-50.6% | $3,714-35.3% | $4,869-50.6% |
| Participant deferral / active EE | $5,036 | $6,598-23.7% | $5,696-11.6% | $5,287-4.7% |
| Admin fee / account holder | $455 | $7,492-93.9% | $5,516-91.8% | $10,132-95.5% |