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 | $43,985 | $76,552-42.5% | $123,892-64.5% | $62,891-30.1% |
| Participation rate | 67.7% | 73.0%-5.3pp | 81.4%-13.7pp | 69.3%-1.6pp |
| Annual return | 10.20% | 18.68%-8.5pp | 47.52%-37.3pp | 20.14%-9.9pp |
| Employer contribution / active EE | $1,228 | $2,883-57.4% | $4,617-73.4% | $2,281-46.2% |
| Participant deferral / active EE | $5,954 | $4,840+23.0% | $5,984-0.5% | $3,203+85.9% |
| Admin fee / account holder | $7,244 | $4,826+50.1% | $8,357-13.3% | $4,296+68.6% |