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 | $55,081 | $73,867-25.4% | $143,757-61.7% | $68,494-19.6% |
| Participation rate | 65.1% | 66.7%-1.5pp | 80.3%-15.2pp | 67.9%-2.8pp |
| Annual return | 6.19% | 1.01%+5.2pp | -0.04%+6.2pp | -7.84%+14.0pp |
| Employer contribution / active EE | $1,831 | $3,184-42.5% | $4,951-63.0% | $2,596-29.5% |
| Participant deferral / active EE | $4,647 | $3,384+37.3% | $5,637-17.6% | $4,027+15.4% |
| Admin fee / account holder | $6,708 | $5,755+16.6% | $14,673-54.3% | $5,403+24.2% |