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 | $36,840 | $90,503-59.3% | $78,689-53.2% | $273,961-86.6% |
| Participation rate | 60.9% | 76.5%-15.6pp | 73.6%-12.7pp | 83.0%-22.1pp |
| Annual return | 7.88% | 75.60%-67.7pp | 62.18%-54.3pp | 41.45%-33.6pp |
| Employer contribution / active EE | $2,789 | $3,176-12.2% | $2,851-2.2% | $4,869-42.7% |
| Participant deferral / active EE | $6,353 | $3,901+62.9% | $3,517+80.7% | $5,287+20.2% |
| Admin fee / account holder | $3,634 | $5,263-31.0% | $4,510-19.4% | $10,132-64.1% |