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 3-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 | $46,147 | $88,707-48.0% | $74,183-37.8% | $273,961-83.2% |
| Participation rate | 66.7% | 79.4%-12.8pp | 76.6%-10.0pp | 83.0%-16.3pp |
| Annual return | 8.59% | 11.94%-3.4pp | 17.74%-9.1pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,633 | $3,159-48.3% | $2,370-31.1% | $4,869-66.5% |
| Participant deferral / active EE | $5,681 | $4,212+34.9% | $3,550+60.0% | $5,287+7.4% |
| Admin fee / account holder | $1,123 | $8,717-87.1% | $5,586-79.9% | $10,132-88.9% |