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 | $22,152 | $99,341-77.7% | $84,750-73.9% | $273,961-91.9% |
| Participation rate | 62.5% | 80.7%-18.2pp | 76.6%-14.1pp | 83.0%-20.5pp |
| Annual return | 8.00% | 22.93%-14.9pp | 22.78%-14.8pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,644 | $4,214-61.0% | $3,574-54.0% | $4,869-66.2% |
| Participant deferral / active EE | $4,377 | $4,269+2.5% | $3,712+17.9% | $5,287-17.2% |
| Admin fee / account holder | $1,183 | $6,644-82.2% | $5,332-77.8% | $10,132-88.3% |