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 | $57,102 | $99,341-42.5% | $84,750-32.6% | $273,961-79.2% |
| Participation rate | 58.3% | 80.7%-22.4pp | 76.6%-18.3pp | 83.0%-24.7pp |
| Annual return | 3.35% | 22.93%-19.6pp | 22.78%-19.4pp | 41.45%-38.1pp |
| Employer contribution / active EE | $2,415 | $4,214-42.7% | $3,574-32.4% | $4,869-50.4% |
| Participant deferral / active EE | $5,421 | $4,269+27.0% | $3,712+46.1% | $5,287+2.5% |
| Admin fee / account holder | $4,211 | $6,644-36.6% | $5,332-21.0% | $10,132-58.4% |