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 | $69,040 | $96,557-28.5% | $80,975-14.7% | $273,961-74.8% |
| Participation rate | 65.2% | 79.1%-13.9pp | 75.8%-10.6pp | 83.0%-17.8pp |
| Annual return | 6.50% | 15.14%-8.6pp | 17.10%-10.6pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,514 | $4,868-68.9% | $3,714-59.2% | $4,869-68.9% |
| Participant deferral / active EE | $2,690 | $6,598-59.2% | $5,696-52.8% | $5,287-49.1% |
| Admin fee / account holder | $10,530 | $7,492+40.5% | $5,516+90.9% | $10,132+3.9% |