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 | $45,793 | $90,503-49.4% | $78,689-41.8% | $273,961-83.3% |
| Participation rate | 63.6% | 76.5%-12.9pp | 73.6%-9.9pp | 83.0%-19.4pp |
| Annual return | 4.45% | 75.60%-71.2pp | 62.18%-57.7pp | 41.45%-37.0pp |
| Employer contribution / active EE | $2,672 | $3,176-15.9% | $2,851-6.3% | $4,869-45.1% |
| Participant deferral / active EE | $4,287 | $3,901+9.9% | $3,517+21.9% | $5,287-18.9% |
| Admin fee / account holder | $13,400 | $5,263+154.6% | $4,510+197.1% | $10,132+32.3% |