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 | $40,523 | $87,841-53.9% | $133,980-69.8% | $62,891-35.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 87.1%-37.1pp | 69.3%-19.3pp |
| Annual return | 14.04% | 12.05%+2.0pp | 29.30%-15.3pp | 20.14%-6.1pp |
| Employer contribution / active EE | $1,282 | $3,483-63.2% | $5,211-75.4% | $2,281-43.8% |
| Participant deferral / active EE | $2,336 | $4,812-51.5% | $6,282-62.8% | $3,203-27.1% |
| Admin fee / account holder | $2,297 | $5,371-57.2% | $9,324-75.4% | $4,296-46.5% |