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 | $44,644 | $88,707-49.7% | $74,183-39.8% | $273,961-83.7% |
| Participation rate | 55.6% | 79.4%-23.9pp | 76.6%-21.1pp | 83.0%-27.5pp |
| Annual return | 5.05% | 11.94%-6.9pp | 17.74%-12.7pp | 41.45%-36.4pp |
| Employer contribution / active EE | $904 | $3,159-71.4% | $2,370-61.8% | $4,869-81.4% |
| Participant deferral / active EE | $3,529 | $4,212-16.2% | $3,550-0.6% | $5,287-33.3% |
| Admin fee / account holder | $4,048 | $8,717-53.6% | $5,586-27.5% | $10,132-60.0% |