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 | $79,043 | $105,630-25.2% | $87,507-9.7% | $273,961-71.1% |
| Participation rate | 66.7% | 78.2%-11.5pp | 73.8%-7.2pp | 83.0%-16.3pp |
| Annual return | 3.74% | 12.25%-8.5pp | 12.21%-8.5pp | 41.45%-37.7pp |
| Employer contribution / active EE | $1,154 | $3,141-63.3% | $2,550-54.8% | $4,869-76.3% |
| Participant deferral / active EE | $4,169 | $3,601+15.8% | $3,149+32.4% | $5,287-21.2% |
| Admin fee / account holder | $15,548 | $4,781+225.2% | $4,221+268.4% | $10,132+53.5% |