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 | $55,151 | $99,341-44.5% | $84,750-34.9% | $273,961-79.9% |
| Participation rate | 47.8% | 80.7%-32.9pp | 76.6%-28.8pp | 83.0%-35.2pp |
| Annual return | 8.15% | 22.93%-14.8pp | 22.78%-14.6pp | 41.45%-33.3pp |
| Employer contribution / active EE | $2,196 | $4,214-47.9% | $3,574-38.6% | $4,869-54.9% |
| Participant deferral / active EE | $3,984 | $4,269-6.7% | $3,712+7.3% | $5,287-24.6% |
| Admin fee / account holder | $569 | $6,644-91.4% | $5,332-89.3% | $10,132-94.4% |