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 | $26,640 | $76,552-65.2% | $123,892-78.5% | $62,891-57.6% |
| Participation rate | 43.2% | 73.0%-29.8pp | 81.4%-38.2pp | 69.3%-26.1pp |
| Annual return | 11.51% | 18.68%-7.2pp | 47.52%-36.0pp | 20.14%-8.6pp |
| Employer contribution / active EE | $1,659 | $2,883-42.5% | $4,617-64.1% | $2,281-27.3% |
| Participant deferral / active EE | $4,363 | $4,840-9.8% | $5,984-27.1% | $3,203+36.2% |
| Admin fee / account holder | $3,471 | $4,826-28.1% | $8,357-58.5% | $4,296-19.2% |