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 | $51,758 | $76,552-32.4% | $123,892-58.2% | $62,891-17.7% |
| Participation rate | 64.5% | 73.0%-8.5pp | 81.4%-16.9pp | 69.3%-4.8pp |
| Annual return | 7.37% | 18.68%-11.3pp | 47.52%-40.2pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,976 | $2,883-31.5% | $4,617-57.2% | $2,281-13.4% |
| Participant deferral / active EE | $4,383 | $4,840-9.4% | $5,984-26.8% | $3,203+36.8% |
| Admin fee / account holder | $13,699 | $4,826+183.9% | $8,357+63.9% | $4,296+218.9% |