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 9-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 | $43,308 | $87,841-50.7% | $133,980-67.7% | $62,891-31.1% |
| Participation rate | 69.0% | 83.4%-14.4pp | 87.1%-18.1pp | 69.3%-0.3pp |
| Annual return | 12.70% | 12.05%+0.6pp | 29.30%-16.6pp | 20.14%-7.4pp |
| Employer contribution / active EE | $2,696 | $3,483-22.6% | $5,211-48.3% | $2,281+18.2% |
| Participant deferral / active EE | $5,212 | $4,812+8.3% | $6,282-17.0% | $3,203+62.7% |
| Admin fee / account holder | $3,438 | $5,371-36.0% | $9,324-63.1% | $4,296-20.0% |