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 | $31,726 | $76,552-58.6% | $123,892-74.4% | $62,891-49.6% |
| Participation rate | 53.7% | 73.0%-19.3pp | 81.4%-27.8pp | 69.3%-15.6pp |
| Annual return | 9.27% | 18.68%-9.4pp | 47.52%-38.2pp | 20.14%-10.9pp |
| Employer contribution / active EE | $2,352 | $2,883-18.4% | $4,617-49.1% | $2,281+3.1% |
| Participant deferral / active EE | $4,399 | $4,840-9.1% | $5,984-26.5% | $3,203+37.4% |
| Admin fee / account holder | $5,322 | $4,826+10.3% | $8,357-36.3% | $4,296+23.9% |