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 | $53,579 | $62,586-14.4% | $76,768-30.2% | $64,186-16.5% |
| Participation rate | 59.7% | 72.8%-13.1pp | 77.0%-17.3pp | 69.6%-9.9pp |
| Annual return | 11.12% | -1.95%+13.1pp | 2.43%+8.7pp | 7.63%+3.5pp |
| Employer contribution / active EE | $1,406 | $1,832-23.2% | $2,485-43.4% | $2,381-40.9% |
| Participant deferral / active EE | $2,928 | $3,145-6.9% | $3,852-24.0% | $3,470-15.6% |
| Admin fee / account holder | $5,269 | $4,667+12.9% | $6,675-21.1% | $4,888+7.8% |