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 | $37,713 | $99,341-62.0% | $84,750-55.5% | $273,961-86.2% |
| Participation rate | 64.7% | 80.7%-16.0pp | 76.6%-11.9pp | 83.0%-18.3pp |
| Annual return | 6.32% | 22.93%-16.6pp | 22.78%-16.5pp | 41.45%-35.1pp |
| Employer contribution / active EE | $4,859 | $4,214+15.3% | $3,574+35.9% | $4,869-0.2% |
| Participant deferral / active EE | $6,019 | $4,269+41.0% | $3,712+62.2% | $5,287+13.8% |
| Admin fee / account holder | $455 | $6,644-93.2% | $5,332-91.5% | $10,132-95.5% |