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 | $37,753 | $132,239-71.5% | $105,722-64.3% | $273,961-86.2% |
| Participation rate | 40.0% | 83.2%-43.2pp | 78.9%-38.9pp | 83.0%-43.0pp |
| Annual return | 4.59% | 10.07%-5.5pp | 12.25%-7.7pp | 41.45%-36.9pp |
| Employer contribution / active EE | $1,649 | $4,867-66.1% | $4,079-59.6% | $4,869-66.1% |
| Participant deferral / active EE | $2,062 | $6,233-66.9% | $5,326-61.3% | $5,287-61.0% |
| Admin fee / account holder | $3,929 | $12,032-67.4% | $8,308-52.7% | $10,132-61.2% |