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 | $44,081 | $95,803-54.0% | $113,168-61.0% | $84,808-48.0% |
| Participation rate | 37.0% | 72.9%-35.8pp | 76.6%-39.5pp | 68.3%-31.3pp |
| Annual return | 14.27% | 25.00%-10.7pp | 24.27%-10.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $3,792 | $2,360+60.7% | $2,975+27.5% | $2,631+44.1% |
| Participant deferral / active EE | $2,329 | $4,242-45.1% | $5,107-54.4% | $4,212-44.7% |
| Admin fee / account holder | $8,759 | $8,989-2.6% | $12,068-27.4% | $7,344+19.3% |