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 | $45,781 | $56,897-19.5% | $84,750-46.0% | $62,891-27.2% |
| Participation rate | 32.7% | 68.5%-35.8pp | 76.6%-43.9pp | 69.3%-36.6pp |
| Annual return | 7.59% | 6.30%+1.3pp | 22.78%-15.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $3,116 | $2,400+29.8% | $3,574-12.8% | $2,281+36.6% |
| Participant deferral / active EE | $2,260 | $2,709-16.6% | $3,712-39.1% | $3,203-29.4% |
| Admin fee / account holder | $10,484 | $3,581+192.8% | $5,332+96.6% | $4,296+144.1% |