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 | $52,875 | $99,341-46.8% | $84,750-37.6% | $273,961-80.7% |
| Participation rate | 54.5% | 80.7%-26.1pp | 76.6%-22.0pp | 83.0%-28.5pp |
| Annual return | 3.59% | 22.93%-19.3pp | 22.78%-19.2pp | 41.45%-37.9pp |
| Employer contribution / active EE | $1,061 | $4,214-74.8% | $3,574-70.3% | $4,869-78.2% |
| Participant deferral / active EE | $2,601 | $4,269-39.1% | $3,712-29.9% | $5,287-50.8% |
| Admin fee / account holder | $1,329 | $6,644-80.0% | $5,332-75.1% | $10,132-86.9% |