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 | $48,145 | $76,552-37.1% | $123,892-61.1% | $62,891-23.4% |
| Participation rate | 58.3% | 73.0%-14.6pp | 81.4%-23.1pp | 69.3%-11.0pp |
| Annual return | 7.45% | 18.68%-11.2pp | 47.52%-40.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $3,276 | $2,883+13.7% | $4,617-29.0% | $2,281+43.6% |
| Participant deferral / active EE | $4,980 | $4,840+2.9% | $5,984-16.8% | $3,203+55.5% |
| Admin fee / account holder | $1,151 | $4,826-76.2% | $8,357-86.2% | $4,296-73.2% |