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 | $37,533 | $56,897-34.0% | $84,750-55.7% | $62,891-40.3% |
| Participation rate | 60.7% | 68.5%-7.8pp | 76.6%-15.9pp | 69.3%-8.6pp |
| Annual return | 5.60% | 6.30%-0.7pp | 22.78%-17.2pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,392 | $2,400-42.0% | $3,574-61.0% | $2,281-38.9% |
| Participant deferral / active EE | $3,002 | $2,709+10.8% | $3,712-19.1% | $3,203-6.3% |
| Admin fee / account holder | $21,594 | $3,581+503.0% | $5,332+305.0% | $4,296+402.7% |