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 | $60,185 | $90,503-33.5% | $78,689-23.5% | $273,961-78.0% |
| Participation rate | 42.9% | 76.5%-33.7pp | 73.6%-30.7pp | 83.0%-40.2pp |
| Annual return | 16.55% | 75.60%-59.1pp | 62.18%-45.6pp | 41.45%-24.9pp |
| Employer contribution / active EE | $3,092 | $3,176-2.6% | $2,851+8.5% | $4,869-36.5% |
| Participant deferral / active EE | $4,335 | $3,901+11.1% | $3,517+23.3% | $5,287-18.0% |
| Admin fee / account holder | $348 | $5,263-93.4% | $4,510-92.3% | $10,132-96.6% |