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 | $64,588 | $96,557-33.1% | $80,975-20.2% | $273,961-76.4% |
| Participation rate | 40.0% | 79.1%-39.1pp | 75.8%-35.8pp | 83.0%-43.0pp |
| Annual return | 8.36% | 15.14%-6.8pp | 17.10%-8.7pp | 41.45%-33.1pp |
| Employer contribution / active EE | $1,446 | $4,868-70.3% | $3,714-61.1% | $4,869-70.3% |
| Participant deferral / active EE | $4,118 | $6,598-37.6% | $5,696-27.7% | $5,287-22.1% |
| Admin fee / account holder | $819 | $7,492-89.1% | $5,516-85.1% | $10,132-91.9% |