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 | $54,360 | $105,630-48.5% | $87,507-37.9% | $273,961-80.2% |
| Participation rate | 61.5% | 78.2%-16.7pp | 73.8%-12.3pp | 83.0%-21.5pp |
| Annual return | 5.91% | 12.25%-6.3pp | 12.21%-6.3pp | 41.45%-35.5pp |
| Employer contribution / active EE | $9,186 | $3,141+192.5% | $2,550+260.3% | $4,869+88.7% |
| Participant deferral / active EE | $2,079 | $3,601-42.3% | $3,149-34.0% | $5,287-60.7% |
| Admin fee / account holder | $3,211 | $4,781-32.8% | $4,221-23.9% | $10,132-68.3% |