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 | $88,469 | $96,956-8.8% | $70,014+26.4% | $273,961-67.7% |
| Participation rate | 46.2% | 77.1%-30.9pp | 71.8%-25.7pp | 83.0%-36.9pp |
| Annual return | 5.48% | 12.93%-7.5pp | 12.99%-7.5pp | 41.45%-36.0pp |
| Employer contribution / active EE | $2,747 | $3,316-17.2% | $2,338+17.5% | $4,869-43.6% |
| Participant deferral / active EE | $741 | $3,744-80.2% | $2,931-74.7% | $5,287-86.0% |
| Admin fee / account holder | $1,414 | $7,934-82.2% | $4,380-67.7% | $10,132-86.0% |