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 | $39,474 | $132,239-70.1% | $105,722-62.7% | $273,961-85.6% |
| Participation rate | 44.4% | 83.2%-38.8pp | 78.9%-34.5pp | 83.0%-38.6pp |
| Annual return | 6.34% | 10.07%-3.7pp | 12.25%-5.9pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,443 | $4,867-70.3% | $4,079-64.6% | $4,869-70.4% |
| Participant deferral / active EE | $5,227 | $6,233-16.1% | $5,326-1.9% | $5,287-1.1% |
| Admin fee / account holder | $4,809 | $12,032-60.0% | $8,308-42.1% | $10,132-52.5% |