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 | $28,546 | $93,346-69.4% | $71,796-60.2% | $273,961-89.6% |
| Participation rate | 59.1% | 76.5%-17.4pp | 69.1%-10.0pp | 83.0%-23.9pp |
| Annual return | 6.67% | 130.39%-123.7pp | 78.04%-71.4pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,695 | $2,733-38.0% | $1,924-11.9% | $4,869-65.2% |
| Participant deferral / active EE | $3,717 | $3,475+6.9% | $2,794+33.0% | $5,287-29.7% |
| Admin fee / account holder | $1,375 | $6,571-79.1% | $4,815-71.4% | $10,132-86.4% |