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 | $40,458 | $90,503-55.3% | $78,689-48.6% | $273,961-85.2% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 6.57% | 75.60%-69.0pp | 62.18%-55.6pp | 41.45%-34.9pp |
| Employer contribution / active EE | $3,983 | $3,176+25.4% | $2,851+39.7% | $4,869-18.2% |
| Participant deferral / active EE | $4,420 | $3,901+13.3% | $3,517+25.7% | $5,287-16.4% |
| Admin fee / account holder | $7,642 | $5,263+45.2% | $4,510+69.4% | $10,132-24.6% |