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 | $21,830 | $56,897-61.6% | $84,750-74.2% | $62,891-65.3% |
| Participation rate | 51.9% | 68.5%-16.7pp | 76.6%-24.7pp | 69.3%-17.5pp |
| Annual return | 7.60% | 6.30%+1.3pp | 22.78%-15.2pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,155 | $2,400-51.9% | $3,574-67.7% | $2,281-49.4% |
| Participant deferral / active EE | $1,706 | $2,709-37.0% | $3,712-54.0% | $3,203-46.7% |
| Admin fee / account holder | $4,315 | $3,581+20.5% | $5,332-19.1% | $4,296+0.4% |