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 | $54,573 | $56,423-3.3% | $77,163-29.3% | $71,457-23.6% |
| Participation rate | 54.2% | 64.3%-10.1pp | 69.6%-15.4pp | 67.9%-13.7pp |
| Annual return | 24.81% | 19.05%+5.8pp | 37.87%-13.1pp | 28.85%-4.0pp |
| Employer contribution / active EE | $1,906 | $1,866+2.2% | $2,535-24.8% | $2,588-26.3% |
| Participant deferral / active EE | $3,015 | $3,142-4.0% | $3,833-21.4% | $4,289-29.7% |
| Admin fee / account holder | $2,904 | $1,429+103.3% | $5,472-46.9% | $1,587+83.0% |