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 | $45,557 | $90,503-49.7% | $78,689-42.1% | $273,961-83.4% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 9.50% | 75.60%-66.1pp | 62.18%-52.7pp | 41.45%-32.0pp |
| Employer contribution / active EE | $5,351 | $3,176+68.5% | $2,851+87.7% | $4,869+9.9% |
| Participant deferral / active EE | $5,351 | $3,901+37.2% | $3,517+52.1% | $5,287+1.2% |
| Admin fee / account holder | $310 | $5,263-94.1% | $4,510-93.1% | $10,132-96.9% |