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 | $98,910 | $70,475+40.3% | $100,516-1.6% | $79,858+23.9% |
| Participation rate | 56.0% | 73.7%-17.7pp | 79.4%-23.4pp | 69.6%-13.6pp |
| Annual return | 17.35% | 21.90%-4.6pp | 30.89%-13.5pp | 31.71%-14.4pp |
| Employer contribution / active EE | $335 | $2,165-84.5% | $3,418-90.2% | $2,471-86.5% |
| Participant deferral / active EE | $2,711 | $5,181-47.7% | $6,270-56.8% | $3,740-27.5% |
| Admin fee / account holder | $49,818 | $4,478+1012.4% | $8,081+516.5% | $5,306+838.8% |