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 | $60,397 | $76,552-21.1% | $123,892-51.2% | $62,891-4.0% |
| Participation rate | 66.7% | 73.0%-6.3pp | 81.4%-14.7pp | 69.3%-2.6pp |
| Annual return | 10.91% | 18.68%-7.8pp | 47.52%-36.6pp | 20.14%-9.2pp |
| Employer contribution / active EE | $3,263 | $2,883+13.2% | $4,617-29.3% | $2,281+43.1% |
| Participant deferral / active EE | $7,443 | $4,840+53.8% | $5,984+24.4% | $3,203+132.4% |
| Admin fee / account holder | $2,915 | $4,826-39.6% | $8,357-65.1% | $4,296-32.1% |