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 | $41,857 | $76,552-45.3% | $123,892-66.2% | $62,891-33.4% |
| Participation rate | 60.4% | 73.0%-12.6pp | 81.4%-21.0pp | 69.3%-8.9pp |
| Annual return | 6.75% | 18.68%-11.9pp | 47.52%-40.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $2,195 | $2,883-23.9% | $4,617-52.5% | $2,281-3.8% |
| Participant deferral / active EE | $4,874 | $4,840+0.7% | $5,984-18.6% | $3,203+52.2% |
| Admin fee / account holder | $3,681 | $4,826-23.7% | $8,357-56.0% | $4,296-14.3% |