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 | $31,587 | $93,071-66.1% | $74,583-57.6% | $273,961-88.5% |
| Participation rate | 68.8% | 74.9%-6.2pp | 68.1%+0.6pp | 83.0%-14.3pp |
| Annual return | 4.89% | 26.18%-21.3pp | 20.47%-15.6pp | 41.45%-36.6pp |
| Employer contribution / active EE | $2,076 | $3,160-34.3% | $2,525-17.8% | $4,869-57.4% |
| Participant deferral / active EE | $3,828 | $4,160-8.0% | $3,458+10.7% | $5,287-27.6% |
| Admin fee / account holder | $1,345 | $5,272-74.5% | $4,138-67.5% | $10,132-86.7% |