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 | $36,526 | $58,828-37.9% | $77,999-53.2% | $62,891-41.9% |
| Participation rate | 64.0% | 71.1%-7.1pp | 75.5%-11.5pp | 69.3%-5.3pp |
| Annual return | 5.17% | 17.16%-12.0pp | 425.96%-420.8pp | 20.14%-15.0pp |
| Employer contribution / active EE | $348 | $1,672-79.2% | $2,470-85.9% | $2,281-84.7% |
| Participant deferral / active EE | $2,577 | $2,686-4.0% | $3,497-26.3% | $3,203-19.5% |
| Admin fee / account holder | $5,606 | $4,393+27.6% | $5,480+2.3% | $4,296+30.5% |