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 | $34,235 | $96,956-64.7% | $70,014-51.1% | $273,961-87.5% |
| Participation rate | 59.1% | 77.1%-18.0pp | 71.8%-12.7pp | 83.0%-23.9pp |
| Annual return | 18.08% | 12.93%+5.1pp | 12.99%+5.1pp | 41.45%-23.4pp |
| Employer contribution / active EE | $2,274 | $3,316-31.4% | $2,338-2.7% | $4,869-53.3% |
| Participant deferral / active EE | $12,959 | $3,744+246.1% | $2,931+342.2% | $5,287+145.1% |
| Admin fee / account holder | $1,238 | $7,934-84.4% | $4,380-71.7% | $10,132-87.8% |