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 | $79,608 | $56,054+42.0% | $171,082-53.5% | $62,891+26.6% |
| Participation rate | 45.2% | 62.9%-17.7pp | 76.7%-31.5pp | 69.3%-24.1pp |
| Annual return | 6.57% | 22.52%-15.9pp | 32.56%-26.0pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,383 | $1,731-20.1% | $4,002-65.4% | $2,281-39.4% |
| Participant deferral / active EE | $3,838 | $3,158+21.5% | $4,797-20.0% | $3,203+19.8% |
| Admin fee / account holder | $356 | $3,647-90.2% | $8,520-95.8% | $4,296-91.7% |