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 | $47,310 | $88,707-46.7% | $74,183-36.2% | $273,961-82.7% |
| Participation rate | 53.8% | 79.4%-25.6pp | 76.6%-22.8pp | 83.0%-29.2pp |
| Annual return | 6.65% | 11.94%-5.3pp | 17.74%-11.1pp | 41.45%-34.8pp |
| Employer contribution / active EE | $2,331 | $3,159-26.2% | $2,370-1.7% | $4,869-52.1% |
| Participant deferral / active EE | $2,344 | $4,212-44.3% | $3,550-34.0% | $5,287-55.7% |
| Admin fee / account holder | $446 | $8,717-94.9% | $5,586-92.0% | $10,132-95.6% |