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 | $21,121 | $99,341-78.7% | $84,750-75.1% | $273,961-92.3% |
| Participation rate | 47.1% | 80.7%-33.6pp | 76.6%-29.5pp | 83.0%-36.0pp |
| Annual return | 5.48% | 22.93%-17.4pp | 22.78%-17.3pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,139 | $4,214-73.0% | $3,574-68.1% | $4,869-76.6% |
| Participant deferral / active EE | $2,653 | $4,269-37.9% | $3,712-28.5% | $5,287-49.8% |
| Admin fee / account holder | $6,257 | $6,644-5.8% | $5,332+17.3% | $10,132-38.2% |