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 | $27,470 | $56,277-51.2% | $80,975-66.1% | $62,891-56.3% |
| Participation rate | 61.3% | 69.0%-7.7pp | 75.8%-14.5pp | 69.3%-8.0pp |
| Annual return | 8.32% | 22.12%-13.8pp | 17.10%-8.8pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,170 | $1,943+11.7% | $3,714-41.6% | $2,281-4.8% |
| Participant deferral / active EE | $3,102 | $4,195-26.1% | $5,696-45.5% | $3,203-3.2% |
| Admin fee / account holder | $1,031 | $3,741-72.4% | $5,516-81.3% | $4,296-76.0% |