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 | $28,642 | $56,897-49.7% | $84,750-66.2% | $62,891-54.5% |
| Participation rate | 48.2% | 68.5%-20.3pp | 76.6%-28.4pp | 69.3%-21.1pp |
| Annual return | 7.59% | 6.30%+1.3pp | 22.78%-15.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,658 | $2,400-30.9% | $3,574-53.6% | $2,281-27.3% |
| Participant deferral / active EE | $3,472 | $2,709+28.2% | $3,712-6.4% | $3,203+8.4% |
| Admin fee / account holder | $5,087 | $3,581+42.1% | $5,332-4.6% | $4,296+18.4% |