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 | $45,563 | $93,071-51.0% | $74,583-38.9% | $273,961-83.4% |
| Participation rate | 58.3% | 74.9%-16.6pp | 68.1%-9.8pp | 83.0%-24.7pp |
| Annual return | 4.51% | 26.18%-21.7pp | 20.47%-16.0pp | 41.45%-36.9pp |
| Employer contribution / active EE | $1,341 | $3,160-57.6% | $2,525-46.9% | $4,869-72.5% |
| Participant deferral / active EE | $3,206 | $4,160-22.9% | $3,458-7.3% | $5,287-39.4% |
| Admin fee / account holder | $1,371 | $5,272-74.0% | $4,138-66.9% | $10,132-86.5% |