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 | $22,131 | $76,407-71.0% | $150,298-85.3% | $82,448-73.2% |
| Participation rate | 50.0% | 66.4%-16.4pp | 77.8%-27.8pp | 68.1%-18.1pp |
| Annual return | 18.80% | 39.99%-21.2pp | 62.79%-44.0pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,260 | $2,614-51.8% | $4,154-69.7% | $2,551-50.6% |
| Participant deferral / active EE | $4,263 | $3,214+32.6% | $5,453-21.8% | $4,139+3.0% |
| Admin fee / account holder | $1,055 | $6,352-83.4% | $14,116-92.5% | $7,234-85.4% |