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 | $45,137 | $48,076-6.1% | $78,689-42.6% | $62,891-28.2% |
| Participation rate | 58.7% | 65.2%-6.5pp | 73.6%-14.8pp | 69.3%-10.6pp |
| Annual return | 7.15% | 31.35%-24.2pp | 62.18%-55.0pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,735 | $2,015-13.9% | $2,851-39.1% | $2,281-23.9% |
| Participant deferral / active EE | $2,614 | $2,588+1.0% | $3,517-25.7% | $3,203-18.4% |
| Admin fee / account holder | $527 | $3,207-83.6% | $4,510-88.3% | $4,296-87.7% |