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 | $52,888 | $73,981-28.5% | $105,722-50.0% | $62,891-15.9% |
| Participation rate | 63.3% | 71.7%-8.4pp | 78.9%-15.6pp | 69.3%-6.0pp |
| Annual return | 5.27% | 17.60%-12.3pp | 12.25%-7.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $2,191 | $2,856-23.3% | $4,079-46.3% | $2,281-3.9% |
| Participant deferral / active EE | $4,574 | $4,038+13.3% | $5,326-14.1% | $3,203+42.8% |
| Admin fee / account holder | $3,162 | $5,976-47.1% | $8,308-61.9% | $4,296-26.4% |