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 | $61,508 | $88,707-30.7% | $74,183-17.1% | $273,961-77.5% |
| Participation rate | 41.7% | 79.4%-37.8pp | 76.6%-35.0pp | 83.0%-41.3pp |
| Annual return | 6.41% | 11.94%-5.5pp | 17.74%-11.3pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,577 | $3,159-50.1% | $2,370-33.5% | $4,869-67.6% |
| Participant deferral / active EE | $4,242 | $4,212+0.7% | $3,550+19.5% | $5,287-19.8% |
| Admin fee / account holder | $1,094 | $8,717-87.5% | $5,586-80.4% | $10,132-89.2% |