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 | $48,188 | $96,557-50.1% | $80,975-40.5% | $273,961-82.4% |
| Participation rate | 69.2% | 79.1%-9.9pp | 75.8%-6.6pp | 83.0%-13.8pp |
| Annual return | 4.43% | 15.14%-10.7pp | 17.10%-12.7pp | 41.45%-37.0pp |
| Employer contribution / active EE | $1,553 | $4,868-68.1% | $3,714-58.2% | $4,869-68.1% |
| Participant deferral / active EE | $2,811 | $6,598-57.4% | $5,696-50.7% | $5,287-46.8% |
| Admin fee / account holder | $1,559 | $7,492-79.2% | $5,516-71.7% | $10,132-84.6% |