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 | $47,334 | $90,503-47.7% | $78,689-39.8% | $273,961-82.7% |
| Participation rate | 58.8% | 76.5%-17.7pp | 73.6%-14.7pp | 83.0%-24.2pp |
| Annual return | 3.01% | 75.60%-72.6pp | 62.18%-59.2pp | 41.45%-38.4pp |
| Employer contribution / active EE | $3,353 | $3,176+5.6% | $2,851+17.6% | $4,869-31.1% |
| Participant deferral / active EE | $3,638 | $3,901-6.8% | $3,517+3.4% | $5,287-31.2% |
| Admin fee / account holder | $13,235 | $5,263+151.5% | $4,510+193.4% | $10,132+30.6% |