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 | $43,694 | $76,552-42.9% | $123,892-64.7% | $62,891-30.5% |
| Participation rate | 54.7% | 73.0%-18.3pp | 81.4%-26.7pp | 69.3%-14.6pp |
| Annual return | 8.97% | 18.68%-9.7pp | 47.52%-38.5pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,930 | $2,883-33.1% | $4,617-58.2% | $2,281-15.4% |
| Participant deferral / active EE | $3,372 | $4,840-30.3% | $5,984-43.7% | $3,203+5.3% |
| Admin fee / account holder | $2,812 | $4,826-41.7% | $8,357-66.4% | $4,296-34.5% |