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 | $48,354 | $99,341-51.3% | $84,750-42.9% | $273,961-82.4% |
| Participation rate | 68.4% | 80.7%-12.3pp | 76.6%-8.2pp | 83.0%-14.6pp |
| Annual return | 5.89% | 22.93%-17.0pp | 22.78%-16.9pp | 41.45%-35.6pp |
| Employer contribution / active EE | $1,122 | $4,214-73.4% | $3,574-68.6% | $4,869-77.0% |
| Participant deferral / active EE | $1,960 | $4,269-54.1% | $3,712-47.2% | $5,287-62.9% |
| Admin fee / account holder | $4,989 | $6,644-24.9% | $5,332-6.4% | $10,132-50.8% |