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 | $49,808 | $76,552-34.9% | $123,892-59.8% | $62,891-20.8% |
| Participation rate | 56.5% | 73.0%-16.5pp | 81.4%-24.9pp | 69.3%-12.8pp |
| Annual return | 10.22% | 18.68%-8.5pp | 47.52%-37.3pp | 20.14%-9.9pp |
| Employer contribution / active EE | $947 | $2,883-67.2% | $4,617-79.5% | $2,281-58.5% |
| Participant deferral / active EE | $4,721 | $4,840-2.5% | $5,984-21.1% | $3,203+47.4% |
| Admin fee / account holder | $3,123 | $4,826-35.3% | $8,357-62.6% | $4,296-27.3% |