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 | $46,595 | $56,897-18.1% | $84,750-45.0% | $62,891-25.9% |
| Participation rate | 54.5% | 68.5%-14.0pp | 76.6%-22.0pp | 69.3%-14.8pp |
| Annual return | 20.52% | 6.30%+14.2pp | 22.78%-2.3pp | 20.14%+0.4pp |
| Employer contribution / active EE | $1,474 | $2,400-38.6% | $3,574-58.8% | $2,281-35.4% |
| Participant deferral / active EE | $3,260 | $2,709+20.3% | $3,712-12.2% | $3,203+1.8% |
| Admin fee / account holder | $1,051 | $3,581-70.7% | $5,332-80.3% | $4,296-75.5% |