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 | $34,290 | $96,557-64.5% | $80,975-57.7% | $273,961-87.5% |
| Participation rate | 63.6% | 79.1%-15.4pp | 75.8%-12.2pp | 83.0%-19.4pp |
| Annual return | 3.95% | 15.14%-11.2pp | 17.10%-13.2pp | 41.45%-37.5pp |
| Employer contribution / active EE | $1,269 | $4,868-73.9% | $3,714-65.8% | $4,869-73.9% |
| Participant deferral / active EE | $3,208 | $6,598-51.4% | $5,696-43.7% | $5,287-39.3% |
| Admin fee / account holder | $4,028 | $7,492-46.2% | $5,516-27.0% | $10,132-60.2% |