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 | $32,704 | $132,239-75.3% | $105,722-69.1% | $273,961-88.1% |
| Participation rate | 53.3% | 83.2%-29.9pp | 78.9%-25.6pp | 83.0%-29.7pp |
| Annual return | 4.23% | 10.07%-5.8pp | 12.25%-8.0pp | 41.45%-37.2pp |
| Employer contribution / active EE | $1,422 | $4,867-70.8% | $4,079-65.1% | $4,869-70.8% |
| Participant deferral / active EE | $2,740 | $6,233-56.0% | $5,326-48.5% | $5,287-48.2% |
| Admin fee / account holder | $16,040 | $12,032+33.3% | $8,308+93.1% | $10,132+58.3% |