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 | $51,411 | $69,977-26.5% | $108,579-52.7% | $62,891-18.3% |
| Participation rate | 69.9% | 72.9%-3.0pp | 79.6%-9.7pp | 69.3%+0.6pp |
| Annual return | 10.58% | 10.73%-0.1pp | -51.70%+62.3pp | 20.14%-9.6pp |
| Employer contribution / active EE | $1,774 | $2,135-16.9% | $3,758-52.8% | $2,281-22.2% |
| Participant deferral / active EE | $3,245 | $3,165+2.5% | $4,311-24.7% | $3,203+1.3% |
| Admin fee / account holder | $3,046 | $5,076-40.0% | $7,645-60.2% | $4,296-29.1% |