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 | $47,064 | $43,327+8.6% | $59,878-21.4% | $64,186-26.7% |
| Participation rate | 52.1% | 69.2%-17.1pp | 74.7%-22.6pp | 69.6%-17.5pp |
| Annual return | 14.23% | -1.55%+15.8pp | 3.46%+10.8pp | 7.63%+6.6pp |
| Employer contribution / active EE | $2,266 | $2,028+11.7% | $2,722-16.8% | $2,381-4.8% |
| Participant deferral / active EE | $3,743 | $2,546+47.0% | $3,402+10.0% | $3,470+7.9% |
| Admin fee / account holder | $5,187 | $3,005+72.6% | $3,590+44.5% | $4,888+6.1% |