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 | $56,426 | $99,341-43.2% | $84,750-33.4% | $273,961-79.4% |
| Participation rate | 57.1% | 80.7%-23.5pp | 76.6%-19.4pp | 83.0%-25.9pp |
| Annual return | 8.48% | 22.93%-14.4pp | 22.78%-14.3pp | 41.45%-33.0pp |
| Employer contribution / active EE | $1,015 | $4,214-75.9% | $3,574-71.6% | $4,869-79.2% |
| Participant deferral / active EE | $3,031 | $4,269-29.0% | $3,712-18.3% | $5,287-42.7% |
| Admin fee / account holder | $11,472 | $6,644+72.7% | $5,332+115.2% | $10,132+13.2% |