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 | $57,219 | $99,341-42.4% | $84,750-32.5% | $273,961-79.1% |
| Participation rate | 66.7% | 80.7%-14.0pp | 76.6%-9.9pp | 83.0%-16.3pp |
| Annual return | 3.84% | 22.93%-19.1pp | 22.78%-18.9pp | 41.45%-37.6pp |
| Employer contribution / active EE | $1,771 | $4,214-58.0% | $3,574-50.5% | $4,869-63.6% |
| Participant deferral / active EE | $4,754 | $4,269+11.4% | $3,712+28.1% | $5,287-10.1% |
| Admin fee / account holder | $2,140 | $6,644-67.8% | $5,332-59.9% | $10,132-78.9% |