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 | $21,676 | $54,762-60.4% | $90,281-76.0% | $72,985-70.3% |
| Participation rate | 46.5% | 65.1%-18.6pp | 73.3%-26.8pp | 69.5%-23.0pp |
| Annual return | 27.08% | 30.63%-3.5pp | 78.10%-51.0pp | 81.00%-53.9pp |
| Employer contribution / active EE | $2,612 | $2,092+24.8% | $2,854-8.5% | $2,440+7.0% |
| Participant deferral / active EE | $3,093 | $2,887+7.1% | $3,885-20.4% | $3,607-14.3% |
| Admin fee / account holder | $452 | $3,972-88.6% | $5,351-91.6% | $5,124-91.2% |