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 | $64,784 | $99,341-34.8% | $84,750-23.6% | $273,961-76.4% |
| Participation rate | 15.4% | 80.7%-65.3pp | 76.6%-61.2pp | 83.0%-67.6pp |
| Annual return | 7.29% | 22.93%-15.6pp | 22.78%-15.5pp | 41.45%-34.2pp |
| Employer contribution / active EE | $1,606 | $4,214-61.9% | $3,574-55.1% | $4,869-67.0% |
| Participant deferral / active EE | $2,219 | $4,269-48.0% | $3,712-40.2% | $5,287-58.0% |
| Admin fee / account holder | $11,673 | $6,644+75.7% | $5,332+118.9% | $10,132+15.2% |