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 | $42,043 | $88,707-52.6% | $74,183-43.3% | $273,961-84.7% |
| Participation rate | 59.1% | 79.4%-20.4pp | 76.6%-17.5pp | 83.0%-23.9pp |
| Annual return | 5.84% | 11.94%-6.1pp | 17.74%-11.9pp | 41.45%-35.6pp |
| Employer contribution / active EE | $5,158 | $3,159+63.3% | $2,370+117.6% | $4,869+5.9% |
| Participant deferral / active EE | $2,379 | $4,212-43.5% | $3,550-33.0% | $5,287-55.0% |
| Admin fee / account holder | $3,245 | $8,717-62.8% | $5,586-41.9% | $10,132-68.0% |