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 | $30,807 | $81,460-62.2% | $103,333-70.2% | $80,856-61.9% |
| Participation rate | 55.3% | 66.8%-11.5pp | 74.5%-19.2pp | 67.6%-12.3pp |
| Annual return | 13.18% | 25.55%-12.4pp | 24.88%-11.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,039 | $3,105-34.3% | $3,868-47.3% | $2,755-26.0% |
| Participant deferral / active EE | $3,866 | $3,869-0.1% | $5,057-23.6% | $4,296-10.0% |
| Admin fee / account holder | $6,509 | $6,566-0.9% | $8,355-22.1% | $6,918-5.9% |