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 | $32,280 | $60,349-46.5% | $74,183-56.5% | $62,891-48.7% |
| Participation rate | 42.2% | 72.7%-30.5pp | 76.6%-34.4pp | 69.3%-27.1pp |
| Annual return | 5.36% | 21.37%-16.0pp | 17.74%-12.4pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,773 | $1,680+5.5% | $2,370-25.2% | $2,281-22.3% |
| Participant deferral / active EE | $3,691 | $2,856+29.2% | $3,550+4.0% | $3,203+15.3% |
| Admin fee / account holder | $13,453 | $4,261+215.7% | $5,586+140.8% | $4,296+213.2% |