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 | $32,371 | $105,630-69.4% | $87,507-63.0% | $273,961-88.2% |
| Participation rate | 50.0% | 78.2%-28.2pp | 73.8%-23.8pp | 83.0%-33.0pp |
| Annual return | 3.52% | 12.25%-8.7pp | 12.21%-8.7pp | 41.45%-37.9pp |
| Employer contribution / active EE | $781 | $3,141-75.1% | $2,550-69.4% | $4,869-84.0% |
| Participant deferral / active EE | $791 | $3,601-78.0% | $3,149-74.9% | $5,287-85.0% |
| Admin fee / account holder | $5,160 | $4,781+7.9% | $4,221+22.3% | $10,132-49.1% |