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 | $136,564 | $96,956+40.9% | $70,014+95.1% | $273,961-50.2% |
| Participation rate | 57.1% | 77.1%-19.9pp | 71.8%-14.7pp | 83.0%-25.9pp |
| Annual return | 5.12% | 12.93%-7.8pp | 12.99%-7.9pp | 41.45%-36.3pp |
| Employer contribution / active EE | $2,192 | $3,316-33.9% | $2,338-6.2% | $4,869-55.0% |
| Participant deferral / active EE | $2,584 | $3,744-31.0% | $2,931-11.8% | $5,287-51.1% |
| Admin fee / account holder | $4,341 | $7,934-45.3% | $4,380-0.9% | $10,132-57.2% |