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 | $55,903 | $66,764-16.3% | $88,497-36.8% | $62,891-11.1% |
| Participation rate | 67.6% | 77.3%-9.7pp | 82.4%-14.8pp | 69.3%-1.7pp |
| Annual return | 10.18% | 10.37%-0.2pp | 7.63%+2.6pp | 20.14%-10.0pp |
| Employer contribution / active EE | $1,426 | $3,077-53.6% | $4,036-64.7% | $2,281-37.5% |
| Participant deferral / active EE | $3,629 | $3,976-8.7% | $4,899-25.9% | $3,203+13.3% |
| Admin fee / account holder | $6,312 | $4,668+35.2% | $6,220+1.5% | $4,296+46.9% |