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 | $32,465 | $105,630-69.3% | $87,507-62.9% | $273,961-88.1% |
| Participation rate | 61.5% | 78.2%-16.7pp | 73.8%-12.3pp | 83.0%-21.5pp |
| Annual return | 6.69% | 12.25%-5.6pp | 12.21%-5.5pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,847 | $3,141-41.2% | $2,550-27.6% | $4,869-62.1% |
| Participant deferral / active EE | $3,519 | $3,601-2.3% | $3,149+11.8% | $5,287-33.4% |
| Admin fee / account holder | $797 | $4,781-83.3% | $4,221-81.1% | $10,132-92.1% |