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 | $48,106 | $89,355-46.2% | $141,162-65.9% | $72,985-34.1% |
| Participation rate | 67.6% | 75.1%-7.5pp | 82.5%-14.9pp | 69.5%-1.9pp |
| Annual return | 22.36% | 111.85%-89.5pp | 71.39%-49.0pp | 81.00%-58.6pp |
| Employer contribution / active EE | $2,566 | $3,114-17.6% | $4,735-45.8% | $2,440+5.2% |
| Participant deferral / active EE | $5,778 | $5,418+6.6% | $6,709-13.9% | $3,607+60.2% |
| Admin fee / account holder | $3,837 | $5,958-35.6% | $10,261-62.6% | $5,124-25.1% |