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 | $35,014 | $90,503-61.3% | $78,689-55.5% | $273,961-87.2% |
| Participation rate | 33.3% | 76.5%-43.2pp | 73.6%-40.2pp | 83.0%-49.7pp |
| Annual return | 3.68% | 75.60%-71.9pp | 62.18%-58.5pp | 41.45%-37.8pp |
| Employer contribution / active EE | $1,118 | $3,176-64.8% | $2,851-60.8% | $4,869-77.0% |
| Participant deferral / active EE | $3,172 | $3,901-18.7% | $3,517-9.8% | $5,287-40.0% |
| Admin fee / account holder | $56,785 | $5,263+978.9% | $4,510+1159.0% | $10,132+460.5% |