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 | $57,226 | $88,707-35.5% | $74,183-22.9% | $273,961-79.1% |
| Participation rate | 28.6% | 79.4%-50.9pp | 76.6%-48.0pp | 83.0%-54.4pp |
| Annual return | 9.88% | 11.94%-2.1pp | 17.74%-7.9pp | 41.45%-31.6pp |
| Employer contribution / active EE | $656 | $3,159-79.2% | $2,370-72.3% | $4,869-86.5% |
| Participant deferral / active EE | $2,520 | $4,212-40.2% | $3,550-29.0% | $5,287-52.3% |
| Admin fee / account holder | $4,291 | $8,717-50.8% | $5,586-23.2% | $10,132-57.7% |