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 | $29,577 | $73,981-60.0% | $105,722-72.0% | $62,891-53.0% |
| Participation rate | 60.0% | 71.7%-11.7pp | 78.9%-18.9pp | 69.3%-9.3pp |
| Annual return | 5.49% | 17.60%-12.1pp | 12.25%-6.8pp | 20.14%-14.7pp |
| Employer contribution / active EE | $4,828 | $2,856+69.0% | $4,079+18.4% | $2,281+111.7% |
| Participant deferral / active EE | $3,044 | $4,038-24.6% | $5,326-42.9% | $3,203-5.0% |
| Admin fee / account holder | $3,216 | $5,976-46.2% | $8,308-61.3% | $4,296-25.1% |