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 | $31,814 | $49,025-35.1% | $87,507-63.6% | $62,891-49.4% |
| Participation rate | 55.3% | 64.9%-9.6pp | 73.8%-18.6pp | 69.3%-14.0pp |
| Annual return | 7.98% | 10.02%-2.0pp | 12.21%-4.2pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,445 | $1,372+5.3% | $2,550-43.3% | $2,281-36.7% |
| Participant deferral / active EE | $3,172 | $2,289+38.6% | $3,149+0.8% | $3,203-1.0% |
| Admin fee / account holder | $2,159 | $4,065-46.9% | $4,221-48.8% | $4,296-49.7% |