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 | $41,651 | $93,346-55.4% | $71,796-42.0% | $273,961-84.8% |
| Participation rate | 64.7% | 76.5%-11.8pp | 69.1%-4.4pp | 83.0%-18.3pp |
| Annual return | 4.50% | 130.39%-125.9pp | 78.04%-73.5pp | 41.45%-36.9pp |
| Employer contribution / active EE | $1,883 | $2,733-31.1% | $1,924-2.1% | $4,869-61.3% |
| Participant deferral / active EE | $3,706 | $3,475+6.6% | $2,794+32.6% | $5,287-29.9% |
| Admin fee / account holder | $5,127 | $6,571-22.0% | $4,815+6.5% | $10,132-49.4% |