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 | $35,368 | $39,122-9.6% | $57,179-38.1% | $62,891-43.8% |
| Participation rate | 57.1% | 70.5%-13.4pp | 75.3%-18.2pp | 69.3%-12.2pp |
| Annual return | 7.49% | 9.23%-1.7pp | 14.59%-7.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $1,249 | $1,874-33.4% | $2,682-53.4% | $2,281-45.2% |
| Participant deferral / active EE | $2,250 | $2,374-5.2% | $3,096-27.3% | $3,203-29.8% |
| Admin fee / account holder | $5,892 | $2,592+127.3% | $3,139+87.7% | $4,296+37.2% |