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 | $61,813 | $76,552-19.3% | $123,892-50.1% | $62,891-1.7% |
| Participation rate | 53.3% | 73.0%-19.6pp | 81.4%-28.1pp | 69.3%-16.0pp |
| Annual return | 6.86% | 18.68%-11.8pp | 47.52%-40.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $2,198 | $2,883-23.7% | $4,617-52.4% | $2,281-3.6% |
| Participant deferral / active EE | $5,577 | $4,840+15.2% | $5,984-6.8% | $3,203+74.1% |
| Admin fee / account holder | $1,333 | $4,826-72.4% | $8,357-84.0% | $4,296-69.0% |