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 | $33,564 | $99,341-66.2% | $84,750-60.4% | $273,961-87.7% |
| Participation rate | 60.9% | 80.7%-19.8pp | 76.6%-15.7pp | 83.0%-22.1pp |
| Annual return | 7.23% | 22.93%-15.7pp | 22.78%-15.5pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,166 | $4,214-72.3% | $3,574-67.4% | $4,869-76.1% |
| Participant deferral / active EE | $2,295 | $4,269-46.2% | $3,712-38.2% | $5,287-56.6% |
| Admin fee / account holder | $3,185 | $6,644-52.1% | $5,332-40.3% | $10,132-68.6% |