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 | $55,518 | $83,337-33.4% | $67,834-18.2% | $273,961-79.7% |
| Participation rate | 58.3% | 76.4%-18.1pp | 68.8%-10.5pp | 83.0%-24.7pp |
| Annual return | 6.85% | 259.45%-252.6pp | 138.47%-131.6pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,984 | $3,287-39.6% | $2,403-17.4% | $4,869-59.2% |
| Participant deferral / active EE | $5,341 | $4,088+30.6% | $3,160+69.0% | $5,287+1.0% |
| Admin fee / account holder | $12,443 | $6,752+84.3% | $4,622+169.2% | $10,132+22.8% |