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 | $53,914 | $63,764-15.4% | $81,930-34.2% | $79,858-32.5% |
| Participation rate | 46.2% | 67.5%-21.3pp | 72.0%-25.8pp | 69.6%-23.5pp |
| Annual return | 11.84% | 22.66%-10.8pp | 29.49%-17.7pp | 31.71%-19.9pp |
| Employer contribution / active EE | $2,436 | $1,795+35.7% | $4,310-43.5% | $2,471-1.4% |
| Participant deferral / active EE | $5,166 | $2,780+85.8% | $7,107-27.3% | $3,740+38.1% |
| Admin fee / account holder | $2,493 | $4,426-43.7% | $5,158-51.7% | $5,306-53.0% |