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 | $34,666 | $96,956-64.2% | $70,014-50.5% | $273,961-87.3% |
| Participation rate | 62.5% | 77.1%-14.6pp | 71.8%-9.3pp | 83.0%-20.5pp |
| Annual return | 6.44% | 12.93%-6.5pp | 12.99%-6.5pp | 41.45%-35.0pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,547 | $3,744-58.7% | $2,931-47.2% | $5,287-70.7% |
| Admin fee / account holder | $4,280 | $7,934-46.1% | $4,380-2.3% | $10,132-57.8% |