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 | $30,436 | $96,557-68.5% | $80,975-62.4% | $273,961-88.9% |
| Participation rate | 62.5% | 79.1%-16.6pp | 75.8%-13.3pp | 83.0%-20.5pp |
| Annual return | 3.83% | 15.14%-11.3pp | 17.10%-13.3pp | 41.45%-37.6pp |
| Employer contribution / active EE | $1,789 | $4,868-63.3% | $3,714-51.8% | $4,869-63.3% |
| Participant deferral / active EE | $4,069 | $6,598-38.3% | $5,696-28.6% | $5,287-23.0% |
| Admin fee / account holder | $13,112 | $7,492+75.0% | $5,516+137.7% | $10,132+29.4% |