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 | $58,173 | $76,552-24.0% | $123,892-53.0% | $62,891-7.5% |
| Participation rate | 60.7% | 73.0%-12.3pp | 81.4%-20.7pp | 69.3%-8.6pp |
| Annual return | 7.22% | 18.68%-11.5pp | 47.52%-40.3pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,681 | $2,883-41.7% | $4,617-63.6% | $2,281-26.3% |
| Participant deferral / active EE | $5,989 | $4,840+23.7% | $5,984+0.1% | $3,203+87.0% |
| Admin fee / account holder | $5,036 | $4,826+4.4% | $8,357-39.7% | $4,296+17.2% |