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 | $36,596 | $136,307-73.2% | $106,619-65.7% | $273,961-86.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 78.0%-28.0pp | 83.0%-33.0pp |
| Annual return | 9.35% | 11.05%-1.7pp | 9.42%-0.1pp | 41.45%-32.1pp |
| Employer contribution / active EE | $2,067 | $5,190-60.2% | $3,947-47.6% | $4,869-57.5% |
| Participant deferral / active EE | $6,865 | $4,969+38.1% | $3,930+74.7% | $5,287+29.8% |
| Admin fee / account holder | $3,956 | $8,625-54.1% | $6,418-38.4% | $10,132-61.0% |