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 | $39,831 | $76,552-48.0% | $123,892-67.8% | $62,891-36.7% |
| Participation rate | 52.4% | 73.0%-20.6pp | 81.4%-29.0pp | 69.3%-16.9pp |
| Annual return | 9.01% | 18.68%-9.7pp | 47.52%-38.5pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,560 | $2,883-45.9% | $4,617-66.2% | $2,281-31.6% |
| Participant deferral / active EE | $3,820 | $4,840-21.1% | $5,984-36.2% | $3,203+19.3% |
| Admin fee / account holder | $3,397 | $4,826-29.6% | $8,357-59.3% | $4,296-20.9% |