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 | $34,891 | $93,071-62.5% | $74,583-53.2% | $273,961-87.3% |
| Participation rate | 68.2% | 74.9%-6.8pp | 68.1%+0.1pp | 83.0%-14.8pp |
| Annual return | 13.89% | 26.18%-12.3pp | 20.47%-6.6pp | 41.45%-27.6pp |
| Employer contribution / active EE | $2,120 | $3,160-32.9% | $2,525-16.1% | $4,869-56.5% |
| Participant deferral / active EE | $3,373 | $4,160-18.9% | $3,458-2.5% | $5,287-36.2% |
| Admin fee / account holder | $463 | $5,272-91.2% | $4,138-88.8% | $10,132-95.4% |