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 | $34,404 | $96,557-64.4% | $80,975-57.5% | $273,961-87.4% |
| Participation rate | 55.6% | 79.1%-23.5pp | 75.8%-20.3pp | 83.0%-27.5pp |
| Annual return | 7.71% | 15.14%-7.4pp | 17.10%-9.4pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,082 | $4,868-77.8% | $3,714-70.9% | $4,869-77.8% |
| Participant deferral / active EE | $8,020 | $6,598+21.6% | $5,696+40.8% | $5,287+51.7% |
| Admin fee / account holder | $10,788 | $7,492+44.0% | $5,516+95.6% | $10,132+6.5% |