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 | $30,471 | $76,552-60.2% | $123,892-75.4% | $62,891-51.5% |
| Participation rate | 60.5% | 73.0%-12.5pp | 81.4%-20.9pp | 69.3%-8.8pp |
| Annual return | 7.39% | 18.68%-11.3pp | 47.52%-40.1pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,164 | $2,883-59.6% | $4,617-74.8% | $2,281-49.0% |
| Participant deferral / active EE | $5,752 | $4,840+18.8% | $5,984-3.9% | $3,203+79.6% |
| Admin fee / account holder | $2,028 | $4,826-58.0% | $8,357-75.7% | $4,296-52.8% |