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 | $31,299 | $99,341-68.5% | $84,750-63.1% | $273,961-88.6% |
| Participation rate | 54.5% | 80.7%-26.1pp | 76.6%-22.0pp | 83.0%-28.5pp |
| Annual return | 4.36% | 22.93%-18.6pp | 22.78%-18.4pp | 41.45%-37.1pp |
| Employer contribution / active EE | $773 | $4,214-81.7% | $3,574-78.4% | $4,869-84.1% |
| Participant deferral / active EE | $1,297 | $4,269-69.6% | $3,712-65.0% | $5,287-75.5% |
| Admin fee / account holder | $2,615 | $6,644-60.6% | $5,332-51.0% | $10,132-74.2% |