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 | $35,664 | $99,341-64.1% | $84,750-57.9% | $273,961-87.0% |
| Participation rate | 63.6% | 80.7%-17.1pp | 76.6%-13.0pp | 83.0%-19.4pp |
| Annual return | 2.88% | 22.93%-20.1pp | 22.78%-19.9pp | 41.45%-38.6pp |
| Employer contribution / active EE | $2,578 | $4,214-38.8% | $3,574-27.9% | $4,869-47.1% |
| Participant deferral / active EE | $5,421 | $4,269+27.0% | $3,712+46.1% | $5,287+2.5% |
| Admin fee / account holder | $979 | $6,644-85.3% | $5,332-81.6% | $10,132-90.3% |