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 5-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 | $72,231 | $95,803-24.6% | $113,168-36.2% | $84,808-14.8% |
| Participation rate | 44.4% | 72.9%-28.4pp | 76.6%-32.1pp | 68.3%-23.9pp |
| Annual return | 15.71% | 25.00%-9.3pp | 24.27%-8.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,030 | $2,360-56.4% | $2,975-65.4% | $2,631-60.9% |
| Participant deferral / active EE | $3,309 | $4,242-22.0% | $5,107-35.2% | $4,212-21.4% |
| Admin fee / account holder | $1,086 | $8,989-87.9% | $12,068-91.0% | $7,344-85.2% |