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 | $36,897 | $99,341-62.9% | $84,750-56.5% | $273,961-86.5% |
| Participation rate | 53.8% | 80.7%-26.8pp | 76.6%-22.7pp | 83.0%-29.2pp |
| Annual return | 9.71% | 22.93%-13.2pp | 22.78%-13.1pp | 41.45%-31.7pp |
| Employer contribution / active EE | $2,515 | $4,214-40.3% | $3,574-29.6% | $4,869-48.3% |
| Participant deferral / active EE | $3,091 | $4,269-27.6% | $3,712-16.7% | $5,287-41.5% |
| Admin fee / account holder | $15,505 | $6,644+133.4% | $5,332+190.8% | $10,132+53.0% |