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 | $57,270 | $87,841-34.8% | $133,980-57.3% | $62,891-8.9% |
| Participation rate | 58.6% | 83.4%-24.8pp | 87.1%-28.5pp | 69.3%-10.7pp |
| Annual return | 8.23% | 12.05%-3.8pp | 29.30%-21.1pp | 20.14%-11.9pp |
| Employer contribution / active EE | $2,338 | $3,483-32.9% | $5,211-55.1% | $2,281+2.5% |
| Participant deferral / active EE | $3,249 | $4,812-32.5% | $6,282-48.3% | $3,203+1.4% |
| Admin fee / account holder | $988 | $5,371-81.6% | $9,324-89.4% | $4,296-77.0% |