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 | $44,693 | $90,503-50.6% | $78,689-43.2% | $273,961-83.7% |
| Participation rate | 54.5% | 76.5%-22.0pp | 73.6%-19.0pp | 83.0%-28.5pp |
| Annual return | 5.58% | 75.60%-70.0pp | 62.18%-56.6pp | 41.45%-35.9pp |
| Employer contribution / active EE | $1,752 | $3,176-44.8% | $2,851-38.5% | $4,869-64.0% |
| Participant deferral / active EE | $3,310 | $3,901-15.2% | $3,517-5.9% | $5,287-37.4% |
| Admin fee / account holder | $467 | $5,263-91.1% | $4,510-89.6% | $10,132-95.4% |