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 | $89,339 | $90,503-1.3% | $78,689+13.5% | $273,961-67.4% |
| Participation rate | 53.3% | 76.5%-23.2pp | 73.6%-20.2pp | 83.0%-29.7pp |
| Annual return | 4.32% | 75.60%-71.3pp | 62.18%-57.9pp | 41.45%-37.1pp |
| Employer contribution / active EE | $1,695 | $3,176-46.6% | $2,851-40.5% | $4,869-65.2% |
| Participant deferral / active EE | $2,940 | $3,901-24.6% | $3,517-16.4% | $5,287-44.4% |
| Admin fee / account holder | $7,712 | $5,263+46.5% | $4,510+71.0% | $10,132-23.9% |