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 | $46,789 | $90,503-48.3% | $78,689-40.5% | $273,961-82.9% |
| Participation rate | 55.6% | 76.5%-21.0pp | 73.6%-18.0pp | 83.0%-27.5pp |
| Annual return | 3.28% | 75.60%-72.3pp | 62.18%-58.9pp | 41.45%-38.2pp |
| Employer contribution / active EE | $1,511 | $3,176-52.4% | $2,851-47.0% | $4,869-69.0% |
| Participant deferral / active EE | $3,615 | $3,901-7.3% | $3,517+2.8% | $5,287-31.6% |
| Admin fee / account holder | $5,093 | $5,263-3.2% | $4,510+12.9% | $10,132-49.7% |