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 | $46,709 | $69,977-33.3% | $108,579-57.0% | $62,891-25.7% |
| Participation rate | 54.3% | 72.9%-18.6pp | 79.6%-25.3pp | 69.3%-15.0pp |
| Annual return | 6.57% | 10.73%-4.2pp | -51.70%+58.3pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,038 | $2,135-51.4% | $3,758-72.4% | $2,281-54.5% |
| Participant deferral / active EE | $1,638 | $3,165-48.2% | $4,311-62.0% | $3,203-48.9% |
| Admin fee / account holder | $4,595 | $5,076-9.5% | $7,645-39.9% | $4,296+7.0% |