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 | $43,994 | $88,583-50.3% | $88,497-50.3% | $273,961-83.9% |
| Participation rate | 60.0% | 83.5%-23.5pp | 82.4%-22.4pp | 83.0%-23.0pp |
| Annual return | 8.36% | 5.68%+2.7pp | 7.63%+0.7pp | 41.45%-33.1pp |
| Employer contribution / active EE | $1,759 | $4,502-60.9% | $4,036-56.4% | $4,869-63.9% |
| Participant deferral / active EE | $7,468 | $4,891+52.7% | $4,899+52.4% | $5,287+41.2% |
| Admin fee / account holder | $2,460 | $8,980-72.6% | $6,220-60.5% | $10,132-75.7% |