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 | $96,758 | $88,583+9.2% | $88,497+9.3% | $273,961-64.7% |
| Participation rate | 44.4% | 83.5%-39.0pp | 82.4%-38.0pp | 83.0%-38.6pp |
| Annual return | 5.67% | 5.68%0pp | 7.63%-2.0pp | 41.45%-35.8pp |
| Employer contribution / active EE | $1,344 | $4,502-70.1% | $4,036-66.7% | $4,869-72.4% |
| Participant deferral / active EE | $2,759 | $4,891-43.6% | $4,899-43.7% | $5,287-47.8% |
| Admin fee / account holder | $36,963 | $8,980+311.6% | $6,220+494.3% | $10,132+264.8% |