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 | $110,999 | $88,707+25.1% | $74,183+49.6% | $273,961-59.5% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 3.99% | 11.94%-8.0pp | 17.74%-13.7pp | 41.45%-37.5pp |
| Employer contribution / active EE | $1,399 | $3,159-55.7% | $2,370-41.0% | $4,869-71.3% |
| Participant deferral / active EE | $6,612 | $4,212+57.0% | $3,550+86.3% | $5,287+25.1% |
| Admin fee / account holder | $1,554 | $8,717-82.2% | $5,586-72.2% | $10,132-84.7% |