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 | $46,763 | $71,057-34.2% | $93,654-50.1% | $80,874-42.2% |
| Participation rate | 51.6% | 60.4%-8.8pp | 68.7%-17.1pp | 67.6%-16.0pp |
| Annual return | 12.91% | 11.26%+1.7pp | 133.34%-120.4pp | 35.62%-22.7pp |
| Employer contribution / active EE | $1,608 | $1,564+2.8% | $2,421-33.6% | $2,756-41.6% |
| Participant deferral / active EE | $1,854 | $4,034-54.0% | $4,413-58.0% | $4,297-56.8% |
| Admin fee / account holder | $2,792 | $6,944-59.8% | $8,282-66.3% | $6,935-59.7% |