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 | $49,248 | $77,813-36.7% | $123,544-60.1% | $64,186-23.3% |
| Participation rate | 56.5% | 74.7%-18.3pp | 82.3%-25.8pp | 69.6%-13.1pp |
| Annual return | 15.12% | 12.48%+2.6pp | 119.20%-104.1pp | 7.63%+7.5pp |
| Employer contribution / active EE | $2,547 | $3,014-15.5% | $4,628-45.0% | $2,381+7.0% |
| Participant deferral / active EE | $5,718 | $5,240+9.1% | $6,426-11.0% | $3,470+64.8% |
| Admin fee / account holder | $3,827 | $5,519-30.6% | $9,284-58.8% | $4,888-21.7% |