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 | $50,418 | $54,726-7.9% | $68,793-26.7% | $64,186-21.4% |
| Participation rate | 53.6% | 68.0%-14.5pp | 72.2%-18.7pp | 69.6%-16.0pp |
| Annual return | 6.87% | -1.62%+8.5pp | -4.63%+11.5pp | 7.63%-0.8pp |
| Employer contribution / active EE | $1,453 | $1,846-21.3% | $2,625-44.6% | $2,381-39.0% |
| Participant deferral / active EE | $2,788 | $2,626+6.1% | $3,311-15.8% | $3,470-19.7% |
| Admin fee / account holder | $1,687 | $4,027-58.1% | $5,131-67.1% | $4,888-65.5% |