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 | $45,995 | $56,897-19.2% | $84,750-45.7% | $62,891-26.9% |
| Participation rate | 50.0% | 68.5%-18.5pp | 76.6%-26.6pp | 69.3%-19.3pp |
| Annual return | 6.26% | 6.30%0pp | 22.78%-16.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,667 | $2,400-30.5% | $3,574-53.4% | $2,281-26.9% |
| Participant deferral / active EE | $3,823 | $2,709+41.1% | $3,712+3.0% | $3,203+19.3% |
| Admin fee / account holder | $10,225 | $3,581+185.5% | $5,332+91.8% | $4,296+138.0% |