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 | $25,319 | $39,122-35.3% | $57,179-55.7% | $62,891-59.7% |
| Participation rate | 58.8% | 70.5%-11.7pp | 75.3%-16.5pp | 69.3%-10.5pp |
| Annual return | 10.01% | 9.23%+0.8pp | 14.59%-4.6pp | 20.14%-10.1pp |
| Employer contribution / active EE | $1,775 | $1,874-5.3% | $2,682-33.8% | $2,281-22.2% |
| Participant deferral / active EE | $2,220 | $2,374-6.5% | $3,096-28.3% | $3,203-30.7% |
| Admin fee / account holder | $1,324 | $2,592-48.9% | $3,139-57.8% | $4,296-69.2% |