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 | $39,713 | $105,630-62.4% | $87,507-54.6% | $273,961-85.5% |
| Participation rate | 55.0% | 78.2%-23.2pp | 73.8%-18.8pp | 83.0%-28.0pp |
| Annual return | 5.79% | 12.25%-6.5pp | 12.21%-6.4pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,059 | $3,141-66.3% | $2,550-58.5% | $4,869-78.2% |
| Participant deferral / active EE | $2,924 | $3,601-18.8% | $3,149-7.1% | $5,287-44.7% |
| Admin fee / account holder | $3,614 | $4,781-24.4% | $4,221-14.4% | $10,132-64.3% |