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 | $45,272 | $99,341-54.4% | $84,750-46.6% | $273,961-83.5% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 5.59% | 22.93%-17.3pp | 22.78%-17.2pp | 41.45%-35.9pp |
| Employer contribution / active EE | $1,337 | $4,214-68.3% | $3,574-62.6% | $4,869-72.5% |
| Participant deferral / active EE | $5,629 | $4,269+31.8% | $3,712+51.7% | $5,287+6.5% |
| Admin fee / account holder | $134,456 | $6,644+1923.7% | $5,332+2421.6% | $10,132+1227.0% |