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 | $40,256 | $56,897-29.2% | $84,750-52.5% | $62,891-36.0% |
| Participation rate | 57.1% | 68.5%-11.4pp | 76.6%-19.4pp | 69.3%-12.2pp |
| Annual return | 8.77% | 6.30%+2.5pp | 22.78%-14.0pp | 20.14%-11.4pp |
| Employer contribution / active EE | $2,003 | $2,400-16.5% | $3,574-44.0% | $2,281-12.2% |
| Participant deferral / active EE | $2,399 | $2,709-11.4% | $3,712-35.4% | $3,203-25.1% |
| Admin fee / account holder | $6,462 | $3,581+80.5% | $5,332+21.2% | $4,296+50.4% |