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 | $37,757 | $101,724-62.9% | $164,813-77.1% | $80,856-53.3% |
| Participation rate | 47.3% | 71.8%-24.6pp | 78.6%-31.3pp | 67.6%-20.4pp |
| Annual return | 11.44% | 16.72%-5.3pp | 69.93%-58.5pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,234 | $2,953-58.2% | $4,341-71.6% | $2,755-55.2% |
| Participant deferral / active EE | $2,485 | $4,477-44.5% | $6,031-58.8% | $4,296-42.2% |
| Admin fee / account holder | $5,197 | $8,227-36.8% | $12,690-59.0% | $6,918-24.9% |