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 | $64,330 | $76,367-15.8% | $93,606-31.3% | $72,985-11.9% |
| Participation rate | 54.2% | 71.7%-17.6pp | 75.8%-21.7pp | 69.5%-15.3pp |
| Annual return | 21.59% | 25.82%-4.2pp | 32.76%-11.2pp | 81.00%-59.4pp |
| Employer contribution / active EE | $1,023 | $2,275-55.1% | $2,718-62.4% | $2,440-58.1% |
| Participant deferral / active EE | $1,953 | $3,538-44.8% | $4,069-52.0% | $3,607-45.9% |
| Admin fee / account holder | $6,971 | $6,838+1.9% | $7,888-11.6% | $5,124+36.0% |