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 | $51,415 | $76,552-32.8% | $123,892-58.5% | $62,891-18.2% |
| Participation rate | 34.1% | 73.0%-38.8pp | 81.4%-47.3pp | 69.3%-35.2pp |
| Annual return | 8.76% | 18.68%-9.9pp | 47.52%-38.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $822 | $2,883-71.5% | $4,617-82.2% | $2,281-64.0% |
| Participant deferral / active EE | $3,226 | $4,840-33.3% | $5,984-46.1% | $3,203+0.7% |
| Admin fee / account holder | $7,627 | $4,826+58.0% | $8,357-8.7% | $4,296+77.5% |