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 | $52,089 | $88,707-41.3% | $74,183-29.8% | $273,961-81.0% |
| Participation rate | 63.6% | 79.4%-15.8pp | 76.6%-13.0pp | 83.0%-19.4pp |
| Annual return | 6.18% | 11.94%-5.8pp | 17.74%-11.6pp | 41.45%-35.3pp |
| Employer contribution / active EE | $1,026 | $3,159-67.5% | $2,370-56.7% | $4,869-78.9% |
| Participant deferral / active EE | $5,094 | $4,212+21.0% | $3,550+43.5% | $5,287-3.7% |
| Admin fee / account holder | $32,546 | $8,717+273.4% | $5,586+482.7% | $10,132+221.2% |