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 | $58,076 | $99,341-41.5% | $84,750-31.5% | $273,961-78.8% |
| Participation rate | 47.6% | 80.7%-33.1pp | 76.6%-29.0pp | 83.0%-35.4pp |
| Annual return | 7.62% | 22.93%-15.3pp | 22.78%-15.2pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,199 | $4,214-71.5% | $3,574-66.4% | $4,869-75.4% |
| Participant deferral / active EE | $2,604 | $4,269-39.0% | $3,712-29.8% | $5,287-50.7% |
| Admin fee / account holder | $511 | $6,644-92.3% | $5,332-90.4% | $10,132-95.0% |