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 | $56,536 | $77,813-27.3% | $123,544-54.2% | $64,186-11.9% |
| Participation rate | 50.0% | 74.7%-24.7pp | 82.3%-32.3pp | 69.6%-19.6pp |
| Annual return | 6.87% | 12.48%-5.6pp | 119.20%-112.3pp | 7.63%-0.8pp |
| Employer contribution / active EE | $1,402 | $3,014-53.5% | $4,628-69.7% | $2,381-41.1% |
| Participant deferral / active EE | $3,691 | $5,240-29.6% | $6,426-42.6% | $3,470+6.4% |
| Admin fee / account holder | $5,674 | $5,519+2.8% | $9,284-38.9% | $4,888+16.1% |