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 | $48,961 | $96,557-49.3% | $80,975-39.5% | $273,961-82.1% |
| Participation rate | 52.4% | 79.1%-26.7pp | 75.8%-23.4pp | 83.0%-30.6pp |
| Annual return | 4.61% | 15.14%-10.5pp | 17.10%-12.5pp | 41.45%-36.8pp |
| Employer contribution / active EE | $1,063 | $4,868-78.2% | $3,714-71.4% | $4,869-78.2% |
| Participant deferral / active EE | $3,474 | $6,598-47.3% | $5,696-39.0% | $5,287-34.3% |
| Admin fee / account holder | $4,649 | $7,492-37.9% | $5,516-15.7% | $10,132-54.1% |