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 | $36,615 | $88,707-58.7% | $74,183-50.6% | $273,961-86.6% |
| Participation rate | 53.8% | 79.4%-25.6pp | 76.6%-22.8pp | 83.0%-29.2pp |
| Annual return | 9.37% | 11.94%-2.6pp | 17.74%-8.4pp | 41.45%-32.1pp |
| Employer contribution / active EE | $8,743 | $3,159+176.7% | $2,370+268.9% | $4,869+79.6% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $15,253 | $8,717+75.0% | $5,586+173.1% | $10,132+50.5% |