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 | $35,910 | $99,341-63.9% | $84,750-57.6% | $273,961-86.9% |
| Participation rate | 62.5% | 80.7%-18.2pp | 76.6%-14.1pp | 83.0%-20.5pp |
| Annual return | 6.43% | 22.93%-16.5pp | 22.78%-16.4pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,038 | $4,214-75.4% | $3,574-71.0% | $4,869-78.7% |
| Participant deferral / active EE | $1,216 | $4,269-71.5% | $3,712-67.2% | $5,287-77.0% |
| Admin fee / account holder | $2,566 | $6,644-61.4% | $5,332-51.9% | $10,132-74.7% |