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 | $95,466 | $163,101-41.5% | $136,749-30.2% | $142,382-33.0% |
| Participation rate | 54.2% | 78.2%-24.1pp | 72.1%-18.0pp | 80.1%-26.0pp |
| Annual return | 11.59% | 27.54%-16.0pp | 24.33%-12.7pp | 217.08%-205.5pp |
| Employer contribution / active EE | $2,309 | $4,117-43.9% | $3,400-32.1% | $4,299-46.3% |
| Participant deferral / active EE | $3,334 | $5,585-40.3% | $4,692-28.9% | $6,507-48.8% |
| Admin fee / account holder | $11,129 | $14,318-22.3% | $11,386-2.3% | $12,624-11.8% |