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 | $46,826 | $76,367-38.7% | $93,606-50.0% | $72,985-35.8% |
| Participation rate | 64.0% | 71.7%-7.7pp | 75.8%-11.8pp | 69.5%-5.5pp |
| Annual return | 23.04% | 25.82%-2.8pp | 32.76%-9.7pp | 81.00%-58.0pp |
| Employer contribution / active EE | $3,237 | $2,275+42.3% | $2,718+19.1% | $2,440+32.7% |
| Participant deferral / active EE | $6,037 | $3,538+70.6% | $4,069+48.4% | $3,607+67.4% |
| Admin fee / account holder | $7,061 | $6,838+3.3% | $7,888-10.5% | $5,124+37.8% |