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 | $44,986 | $68,914-34.7% | $136,749-67.1% | $74,304-39.5% |
| Participation rate | 63.1% | 51.3%+11.7pp | 72.1%-9.1pp | 60.3%+2.7pp |
| Annual return | 19.25% | 16.34%+2.9pp | 24.33%-5.1pp | 29.43%-10.2pp |
| Employer contribution / active EE | $1,452 | $1,561-7.0% | $3,400-57.3% | $2,241-35.2% |
| Participant deferral / active EE | $2,504 | $2,541-1.4% | $4,692-46.6% | $3,767-33.5% |
| Admin fee / account holder | $1,592 | $3,149-49.5% | $11,386-86.0% | $2,969-46.4% |