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 | $56,264 | $86,944-35.3% | $107,525-47.7% | $74,304-24.3% |
| Participation rate | 58.1% | 59.6%-1.4pp | 75.1%-17.0pp | 60.3%-2.2pp |
| Annual return | 20.06% | 23.52%-3.5pp | 181.32%-161.3pp | 29.43%-9.4pp |
| Employer contribution / active EE | $1,995 | $2,757-27.6% | $3,754-46.9% | $2,241-11.0% |
| Participant deferral / active EE | $3,221 | $3,554-9.4% | $5,116-37.0% | $3,767-14.5% |
| Admin fee / account holder | $3,896 | $3,727+4.5% | $8,919-56.3% | $2,969+31.2% |