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 | $79,205 | $99,341-20.3% | $84,750-6.5% | $273,961-71.1% |
| Participation rate | 64.3% | 80.7%-16.4pp | 76.6%-12.3pp | 83.0%-18.7pp |
| Annual return | 6.80% | 22.93%-16.1pp | 22.78%-16.0pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,494 | $4,214-64.5% | $3,574-58.2% | $4,869-69.3% |
| Participant deferral / active EE | $3,297 | $4,269-22.8% | $3,712-11.2% | $5,287-37.6% |
| Admin fee / account holder | $1,087 | $6,644-83.6% | $5,332-79.6% | $10,132-89.3% |