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 | $63,719 | $87,841-27.5% | $133,980-52.4% | $62,891+1.3% |
| Participation rate | 59.4% | 83.4%-24.0pp | 87.1%-27.7pp | 69.3%-9.9pp |
| Annual return | 7.91% | 12.05%-4.1pp | 29.30%-21.4pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,415 | $3,483-59.4% | $5,211-72.9% | $2,281-38.0% |
| Participant deferral / active EE | $2,766 | $4,812-42.5% | $6,282-56.0% | $3,203-13.6% |
| Admin fee / account holder | $703 | $5,371-86.9% | $9,324-92.5% | $4,296-83.6% |