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 9-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 | $54,415 | $90,503-39.9% | $78,689-30.8% | $273,961-80.1% |
| Participation rate | 65.0% | 76.5%-11.5pp | 73.6%-8.6pp | 83.0%-18.0pp |
| Annual return | 5.93% | 75.60%-69.7pp | 62.18%-56.2pp | 41.45%-35.5pp |
| Employer contribution / active EE | $3,337 | $3,176+5.1% | $2,851+17.1% | $4,869-31.5% |
| Participant deferral / active EE | $3,614 | $3,901-7.4% | $3,517+2.8% | $5,287-31.6% |
| Admin fee / account holder | $55,478 | $5,263+954.1% | $4,510+1130.0% | $10,132+447.6% |