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 | $68,500 | $99,341-31.0% | $84,750-19.2% | $273,961-75.0% |
| Participation rate | 43.8% | 80.7%-36.9pp | 76.6%-32.8pp | 83.0%-39.3pp |
| Annual return | 5.34% | 22.93%-17.6pp | 22.78%-17.4pp | 41.45%-36.1pp |
| Employer contribution / active EE | $1,863 | $4,214-55.8% | $3,574-47.9% | $4,869-61.7% |
| Participant deferral / active EE | $5,587 | $4,269+30.9% | $3,712+50.5% | $5,287+5.7% |
| Admin fee / account holder | $1,045 | $6,644-84.3% | $5,332-80.4% | $10,132-89.7% |