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 | $36,181 | $90,503-60.0% | $78,689-54.0% | $273,961-86.8% |
| Participation rate | 63.6% | 76.5%-12.9pp | 73.6%-9.9pp | 83.0%-19.4pp |
| Annual return | 25.55% | 75.60%-50.1pp | 62.18%-36.6pp | 41.45%-15.9pp |
| Employer contribution / active EE | $1,417 | $3,176-55.4% | $2,851-50.3% | $4,869-70.9% |
| Participant deferral / active EE | $4,230 | $3,901+8.4% | $3,517+20.3% | $5,287-20.0% |
| Admin fee / account holder | $12,833 | $5,263+143.8% | $4,510+184.5% | $10,132+26.7% |