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 | $54,648 | $88,707-38.4% | $74,183-26.3% | $273,961-80.1% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 3.87% | 11.94%-8.1pp | 17.74%-13.9pp | 41.45%-37.6pp |
| Employer contribution / active EE | $1,530 | $3,159-51.6% | $2,370-35.4% | $4,869-68.6% |
| Participant deferral / active EE | $3,083 | $4,212-26.8% | $3,550-13.1% | $5,287-41.7% |
| Admin fee / account holder | $380 | $8,717-95.6% | $5,586-93.2% | $10,132-96.2% |