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 | $34,317 | $96,557-64.5% | $80,975-57.6% | $273,961-87.5% |
| Participation rate | 57.1% | 79.1%-21.9pp | 75.8%-18.7pp | 83.0%-25.9pp |
| Annual return | 4.31% | 15.14%-10.8pp | 17.10%-12.8pp | 41.45%-37.1pp |
| Employer contribution / active EE | $1,388 | $4,868-71.5% | $3,714-62.6% | $4,869-71.5% |
| Participant deferral / active EE | $2,229 | $6,598-66.2% | $5,696-60.9% | $5,287-57.8% |
| Admin fee / account holder | $13,959 | $7,492+86.3% | $5,516+153.1% | $10,132+37.8% |