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 | $64,002 | $90,503-29.3% | $78,689-18.7% | $273,961-76.6% |
| Participation rate | 8.3% | 76.5%-68.2pp | 73.6%-65.2pp | 83.0%-74.7pp |
| Annual return | 4.16% | 75.60%-71.4pp | 62.18%-58.0pp | 41.45%-37.3pp |
| Employer contribution / active EE | $307 | $3,176-90.3% | $2,851-89.2% | $4,869-93.7% |
| Participant deferral / active EE | $523 | $3,901-86.6% | $3,517-85.1% | $5,287-90.1% |
| Admin fee / account holder | $43,893 | $5,263+734.0% | $4,510+873.1% | $10,132+333.2% |