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 | $36,553 | $56,897-35.8% | $84,750-56.9% | $62,891-41.9% |
| Participation rate | 54.4% | 68.5%-14.1pp | 76.6%-22.2pp | 69.3%-14.9pp |
| Annual return | 5.66% | 6.30%-0.6pp | 22.78%-17.1pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,739 | $2,400-27.5% | $3,574-51.4% | $2,281-23.8% |
| Participant deferral / active EE | $2,639 | $2,709-2.6% | $3,712-28.9% | $3,203-17.6% |
| Admin fee / account holder | $20,592 | $3,581+475.1% | $5,332+286.2% | $4,296+379.4% |