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 | $57,401 | $78,705-27.1% | $117,854-51.3% | $70,131-18.2% |
| Participation rate | 57.1% | 73.2%-16.1pp | 79.7%-22.5pp | 69.5%-12.4pp |
| Annual return | 17.46% | 23.30%-5.8pp | 335.08%-317.6pp | 73.14%-55.7pp |
| Employer contribution / active EE | $1,931 | $2,223-13.1% | $3,786-49.0% | $2,342-17.6% |
| Participant deferral / active EE | $4,643 | $3,297+40.8% | $4,482+3.6% | $3,332+39.4% |
| Admin fee / account holder | $2,099 | $5,065-58.6% | $8,020-73.8% | $4,645-54.8% |