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 | $24,839 | $58,577-57.6% | $83,333-70.2% | $64,186-61.3% |
| Participation rate | 60.0% | 72.0%-12.0pp | 77.8%-17.8pp | 69.6%-9.6pp |
| Annual return | 0.56% | 9.65%-9.1pp | 10.63%-10.1pp | 7.63%-7.1pp |
| Employer contribution / active EE | $1,386 | $2,098-33.9% | $3,379-59.0% | $2,381-41.8% |
| Participant deferral / active EE | $4,334 | $4,654-6.9% | $5,565-22.1% | $3,470+24.9% |
| Admin fee / account holder | $1,833 | $9,275-80.2% | $7,510-75.6% | $4,888-62.5% |