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 | $66,282 | $96,557-31.4% | $80,975-18.1% | $273,961-75.8% |
| Participation rate | 66.7% | 79.1%-12.4pp | 75.8%-9.1pp | 83.0%-16.3pp |
| Annual return | 5.38% | 15.14%-9.8pp | 17.10%-11.7pp | 41.45%-36.1pp |
| Employer contribution / active EE | $2,191 | $4,868-55.0% | $3,714-41.0% | $4,869-55.0% |
| Participant deferral / active EE | $4,872 | $6,598-26.2% | $5,696-14.5% | $5,287-7.9% |
| Admin fee / account holder | $3,351 | $7,492-55.3% | $5,516-39.3% | $10,132-66.9% |