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 | $66,164 | $96,956-31.8% | $70,014-5.5% | $273,961-75.8% |
| Participation rate | 62.5% | 77.1%-14.6pp | 71.8%-9.3pp | 83.0%-20.5pp |
| Annual return | 2.13% | 12.93%-10.8pp | 12.99%-10.9pp | 41.45%-39.3pp |
| Employer contribution / active EE | $1,484 | $3,316-55.2% | $2,338-36.5% | $4,869-69.5% |
| Participant deferral / active EE | $2,369 | $3,744-36.7% | $2,931-19.2% | $5,287-55.2% |
| Admin fee / account holder | $3,062 | $7,934-61.4% | $4,380-30.1% | $10,132-69.8% |