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 | $46,216 | $80,724-42.7% | $103,333-55.3% | $74,495-38.0% |
| Participation rate | 66.3% | 65.7%+0.7pp | 74.5%-8.2pp | 67.2%-0.9pp |
| Annual return | 16.20% | 27.56%-11.4pp | 24.88%-8.7pp | 1364.94%-1348.7pp |
| Employer contribution / active EE | $3,099 | $3,157-1.8% | $3,868-19.9% | $2,623+18.2% |
| Participant deferral / active EE | $6,584 | $3,860+70.6% | $5,057+30.2% | $4,346+51.5% |
| Admin fee / account holder | $2,359 | $2,368-0.4% | $8,355-71.8% | $1,942+21.5% |