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 | $63,150 | $96,956-34.9% | $70,014-9.8% | $273,961-76.9% |
| Participation rate | 66.7% | 77.1%-10.4pp | 71.8%-5.1pp | 83.0%-16.3pp |
| Annual return | 6.40% | 12.93%-6.5pp | 12.99%-6.6pp | 41.45%-35.1pp |
| Employer contribution / active EE | $287 | $3,316-91.3% | $2,338-87.7% | $4,869-94.1% |
| Participant deferral / active EE | $2,661 | $3,744-28.9% | $2,931-9.2% | $5,287-49.7% |
| Admin fee / account holder | $2,170 | $7,934-72.6% | $4,380-50.5% | $10,132-78.6% |