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 | $37,833 | $136,307-72.2% | $106,619-64.5% | $273,961-86.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 78.0%-28.0pp | 83.0%-33.0pp |
| Annual return | 7.63% | 11.05%-3.4pp | 9.42%-1.8pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,262 | $5,190-75.7% | $3,947-68.0% | $4,869-74.1% |
| Participant deferral / active EE | $2,443 | $4,969-50.8% | $3,930-37.8% | $5,287-53.8% |
| Admin fee / account holder | $19,152 | $8,625+122.1% | $6,418+198.4% | $10,132+89.0% |