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 | $52,307 | $136,307-61.6% | $106,619-50.9% | $273,961-80.9% |
| Participation rate | 66.7% | 84.8%-18.1pp | 78.0%-11.3pp | 83.0%-16.3pp |
| Annual return | 7.34% | 11.05%-3.7pp | 9.42%-2.1pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,910 | $5,190-63.2% | $3,947-51.6% | $4,869-60.8% |
| Participant deferral / active EE | $2,675 | $4,969-46.2% | $3,930-31.9% | $5,287-49.4% |
| Admin fee / account holder | $6,629 | $8,625-23.1% | $6,418+3.3% | $10,132-34.6% |