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 | $41,975 | $52,836-20.6% | $105,738-60.3% | $64,186-34.6% |
| Participation rate | 60.9% | 66.5%-5.6pp | 76.3%-15.4pp | 69.6%-8.6pp |
| Annual return | 0.44% | 14.30%-13.9pp | 6.27%-5.8pp | 7.63%-7.2pp |
| Employer contribution / active EE | $1,230 | $1,827-32.7% | $3,268-62.4% | $2,381-48.3% |
| Participant deferral / active EE | $1,963 | $2,545-22.9% | $4,080-51.9% | $3,470-43.4% |
| Admin fee / account holder | $5,670 | $3,959+43.2% | $6,913-18.0% | $4,888+16.0% |