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 | $52,182 | $99,341-47.5% | $84,750-38.4% | $273,961-81.0% |
| Participation rate | 57.1% | 80.7%-23.5pp | 76.6%-19.4pp | 83.0%-25.9pp |
| Annual return | 2.33% | 22.93%-20.6pp | 22.78%-20.5pp | 41.45%-39.1pp |
| Employer contribution / active EE | $1,768 | $4,214-58.0% | $3,574-50.5% | $4,869-63.7% |
| Participant deferral / active EE | $4,162 | $4,269-2.5% | $3,712+12.1% | $5,287-21.3% |
| Admin fee / account holder | $518 | $6,644-92.2% | $5,332-90.3% | $10,132-94.9% |