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 | $55,005 | $101,763-45.9% | $164,866-66.6% | $80,874-32.0% |
| Participation rate | 40.0% | 71.8%-31.8pp | 78.6%-38.6pp | 67.6%-27.6pp |
| Annual return | 11.67% | 16.73%-5.1pp | 69.97%-58.3pp | 35.62%-23.9pp |
| Employer contribution / active EE | $1,737 | $2,954-41.2% | $4,343-60.0% | $2,756-37.0% |
| Participant deferral / active EE | $3,488 | $4,477-22.1% | $6,033-42.2% | $4,297-18.8% |
| Admin fee / account holder | $8,335 | $8,228+1.3% | $12,689-34.3% | $6,935+20.2% |