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 | $45,500 | $77,813-41.5% | $123,544-63.2% | $64,186-29.1% |
| Participation rate | 66.7% | 74.7%-8.0pp | 82.3%-15.6pp | 69.6%-2.9pp |
| Annual return | 2.51% | 12.48%-10.0pp | 119.20%-116.7pp | 7.63%-5.1pp |
| Employer contribution / active EE | $4,149 | $3,014+37.7% | $4,628-10.3% | $2,381+74.3% |
| Participant deferral / active EE | $5,620 | $5,240+7.3% | $6,426-12.5% | $3,470+62.0% |
| Admin fee / account holder | $810 | $5,519-85.3% | $9,284-91.3% | $4,888-83.4% |