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 | $78,188 | $65,685+19.0% | $57,179+36.7% | $273,961-71.5% |
| Participation rate | 58.3% | 78.3%-20.0pp | 75.3%-17.0pp | 83.0%-24.7pp |
| Annual return | 4.30% | 21.99%-17.7pp | 14.59%-10.3pp | 41.45%-37.2pp |
| Employer contribution / active EE | $1,110 | $3,279-66.2% | $2,682-58.6% | $4,869-77.2% |
| Participant deferral / active EE | $4,518 | $3,782+19.5% | $3,096+45.9% | $5,287-14.5% |
| Admin fee / account holder | $3,363 | $4,835-30.4% | $3,139+7.1% | $10,132-66.8% |