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 | $47,105 | $87,841-46.4% | $133,980-64.8% | $62,891-25.1% |
| Participation rate | 53.3% | 83.4%-30.0pp | 87.1%-33.7pp | 69.3%-16.0pp |
| Annual return | 9.38% | 12.05%-2.7pp | 29.30%-19.9pp | 20.14%-10.8pp |
| Employer contribution / active EE | $1,363 | $3,483-60.9% | $5,211-73.8% | $2,281-40.2% |
| Participant deferral / active EE | $3,843 | $4,812-20.1% | $6,282-38.8% | $3,203+20.0% |
| Admin fee / account holder | $1,744 | $5,371-67.5% | $9,324-81.3% | $4,296-59.4% |