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 | $29,426 | $76,552-61.6% | $123,892-76.2% | $62,891-53.2% |
| Participation rate | 66.7% | 73.0%-6.3pp | 81.4%-14.7pp | 69.3%-2.6pp |
| Annual return | 11.77% | 18.68%-6.9pp | 47.52%-35.7pp | 20.14%-8.4pp |
| Employer contribution / active EE | $1,961 | $2,883-32.0% | $4,617-57.5% | $2,281-14.0% |
| Participant deferral / active EE | $5,815 | $4,840+20.2% | $5,984-2.8% | $3,203+81.6% |
| Admin fee / account holder | $4,673 | $4,826-3.2% | $8,357-44.1% | $4,296+8.8% |