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 | $63,564 | $99,341-36.0% | $84,750-25.0% | $273,961-76.8% |
| Participation rate | 52.2% | 80.7%-28.5pp | 76.6%-24.4pp | 83.0%-30.8pp |
| Annual return | 9.95% | 22.93%-13.0pp | 22.78%-12.8pp | 41.45%-31.5pp |
| Employer contribution / active EE | $1,049 | $4,214-75.1% | $3,574-70.6% | $4,869-78.4% |
| Participant deferral / active EE | $3,096 | $4,269-27.5% | $3,712-16.6% | $5,287-41.4% |
| Admin fee / account holder | $4,428 | $6,644-33.4% | $5,332-17.0% | $10,132-56.3% |