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 | $36,469 | $96,557-62.2% | $80,975-55.0% | $273,961-86.7% |
| Participation rate | 55.6% | 79.1%-23.5pp | 75.8%-20.3pp | 83.0%-27.5pp |
| Annual return | 10.36% | 15.14%-4.8pp | 17.10%-6.7pp | 41.45%-31.1pp |
| Employer contribution / active EE | $1,722 | $4,868-64.6% | $3,714-53.7% | $4,869-64.6% |
| Participant deferral / active EE | $6,256 | $6,598-5.2% | $5,696+9.8% | $5,287+18.3% |
| Admin fee / account holder | $3,022 | $7,492-59.7% | $5,516-45.2% | $10,132-70.2% |