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 | $50,300 | $72,012-30.1% | $185,823-72.9% | $79,858-37.0% |
| Participation rate | 61.6% | 65.8%-4.1pp | 78.0%-16.4pp | 69.6%-8.0pp |
| Annual return | 14.29% | 23.12%-8.8pp | 35.95%-21.7pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,801 | $1,965-8.3% | $4,087-55.9% | $2,471-27.1% |
| Participant deferral / active EE | $2,790 | $3,779-26.2% | $5,632-50.5% | $3,740-25.4% |
| Admin fee / account holder | $7,801 | $4,513+72.9% | $9,500-17.9% | $5,306+47.0% |