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 | $36,551 | $135,952-73.1% | $123,892-70.5% | $273,961-86.7% |
| Participation rate | 54.5% | 84.1%-29.5pp | 81.4%-26.9pp | 83.0%-28.5pp |
| Annual return | 4.75% | 56.63%-51.9pp | 47.52%-42.8pp | 41.45%-36.7pp |
| Employer contribution / active EE | $1,336 | $5,170-74.2% | $4,617-71.1% | $4,869-72.6% |
| Participant deferral / active EE | $3,342 | $6,343-47.3% | $5,984-44.1% | $5,287-36.8% |
| Admin fee / account holder | $12,272 | $9,817+25.0% | $8,357+46.9% | $10,132+21.1% |