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 | $47,967 | $72,277-33.6% | $101,248-52.6% | $79,858-39.9% |
| Participation rate | 64.3% | 68.5%-4.2pp | 75.8%-11.5pp | 69.6%-5.3pp |
| Annual return | 16.78% | 22.30%-5.5pp | 46.47%-29.7pp | 31.71%-14.9pp |
| Employer contribution / active EE | $2,443 | $2,692-9.2% | $3,660-33.2% | $2,471-1.1% |
| Participant deferral / active EE | $5,290 | $3,282+61.2% | $4,370+21.0% | $3,740+41.4% |
| Admin fee / account holder | $1,754 | $4,400-60.1% | $5,945-70.5% | $5,306-66.9% |