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 | $63,121 | $135,952-53.6% | $123,892-49.1% | $273,961-77.0% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 5.18% | 56.63%-51.5pp | 47.52%-42.3pp | 41.45%-36.3pp |
| Employer contribution / active EE | $1,268 | $5,170-75.5% | $4,617-72.5% | $4,869-74.0% |
| Participant deferral / active EE | $4,542 | $6,343-28.4% | $5,984-24.1% | $5,287-14.1% |
| Admin fee / account holder | $9,179 | $9,817-6.5% | $8,357+9.8% | $10,132-9.4% |