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 | $51,709 | $93,071-44.4% | $74,583-30.7% | $273,961-81.1% |
| Participation rate | 64.3% | 74.9%-10.7pp | 68.1%-3.8pp | 83.0%-18.7pp |
| Annual return | 5.38% | 26.18%-20.8pp | 20.47%-15.1pp | 41.45%-36.1pp |
| Employer contribution / active EE | $1,221 | $3,160-61.4% | $2,525-51.7% | $4,869-74.9% |
| Participant deferral / active EE | $3,017 | $4,160-27.5% | $3,458-12.7% | $5,287-42.9% |
| Admin fee / account holder | $13,273 | $5,272+151.7% | $4,138+220.8% | $10,132+31.0% |