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 | $48,365 | $69,977-30.9% | $108,579-55.5% | $62,891-23.1% |
| Participation rate | 56.3% | 72.9%-16.6pp | 79.6%-23.3pp | 69.3%-13.1pp |
| Annual return | 6.99% | 10.73%-3.7pp | -51.70%+58.7pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,221 | $2,135-42.8% | $3,758-67.5% | $2,281-46.5% |
| Participant deferral / active EE | $1,969 | $3,165-37.8% | $4,311-54.3% | $3,203-38.5% |
| Admin fee / account holder | $1,426 | $5,076-71.9% | $7,645-81.3% | $4,296-66.8% |