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 | $43,077 | $99,341-56.6% | $84,750-49.2% | $273,961-84.3% |
| Participation rate | 58.8% | 80.7%-21.9pp | 76.6%-17.8pp | 83.0%-24.2pp |
| Annual return | 6.00% | 22.93%-16.9pp | 22.78%-16.8pp | 41.45%-35.5pp |
| Employer contribution / active EE | $1,614 | $4,214-61.7% | $3,574-54.9% | $4,869-66.9% |
| Participant deferral / active EE | $4,195 | $4,269-1.7% | $3,712+13.0% | $5,287-20.7% |
| Admin fee / account holder | $1,558 | $6,644-76.5% | $5,332-70.8% | $10,132-84.6% |