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 | $85,443 | $99,341-14.0% | $84,750+0.8% | $273,961-68.8% |
| Participation rate | 55.6% | 80.7%-25.1pp | 76.6%-21.0pp | 83.0%-27.5pp |
| Annual return | 3.56% | 22.93%-19.4pp | 22.78%-19.2pp | 41.45%-37.9pp |
| Employer contribution / active EE | $1,671 | $4,214-60.4% | $3,574-53.3% | $4,869-65.7% |
| Participant deferral / active EE | $5,313 | $4,269+24.4% | $3,712+43.1% | $5,287+0.5% |
| Admin fee / account holder | $3,301 | $6,644-50.3% | $5,332-38.1% | $10,132-67.4% |