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 | $53,358 | $96,557-44.7% | $80,975-34.1% | $273,961-80.5% |
| Participation rate | 60.0% | 79.1%-19.1pp | 75.8%-15.8pp | 83.0%-23.0pp |
| Annual return | 7.39% | 15.14%-7.8pp | 17.10%-9.7pp | 41.45%-34.1pp |
| Employer contribution / active EE | $3,208 | $4,868-34.1% | $3,714-13.6% | $4,869-34.1% |
| Participant deferral / active EE | $7,493 | $6,598+13.6% | $5,696+31.5% | $5,287+41.7% |
| Admin fee / account holder | $9,534 | $7,492+27.3% | $5,516+72.9% | $10,132-5.9% |