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 | $41,417 | $93,346-55.6% | $71,796-42.3% | $273,961-84.9% |
| Participation rate | 30.8% | 76.5%-45.8pp | 69.1%-38.3pp | 83.0%-52.2pp |
| Annual return | 2.21% | 130.39%-128.2pp | 78.04%-75.8pp | 41.45%-39.2pp |
| Employer contribution / active EE | $992 | $2,733-63.7% | $1,924-48.5% | $4,869-79.6% |
| Participant deferral / active EE | $3,502 | $3,475+0.8% | $2,794+25.3% | $5,287-33.8% |
| Admin fee / account holder | $14,214 | $6,571+116.3% | $4,815+195.2% | $10,132+40.3% |