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 | $68,706 | $105,630-35.0% | $87,507-21.5% | $273,961-74.9% |
| Participation rate | 58.8% | 78.2%-19.4pp | 73.8%-15.0pp | 83.0%-24.2pp |
| Annual return | 3.24% | 12.25%-9.0pp | 12.21%-9.0pp | 41.45%-38.2pp |
| Employer contribution / active EE | $1,043 | $3,141-66.8% | $2,550-59.1% | $4,869-78.6% |
| Participant deferral / active EE | $3,639 | $3,601+1.1% | $3,149+15.6% | $5,287-31.2% |
| Admin fee / account holder | $1,265 | $4,781-73.5% | $4,221-70.0% | $10,132-87.5% |