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 | $45,617 | $43,075+5.9% | $74,583-38.8% | $62,891-27.5% |
| Participation rate | 44.2% | 58.1%-13.9pp | 68.1%-23.9pp | 69.3%-25.1pp |
| Annual return | 5.99% | 17.50%-11.5pp | 20.47%-14.5pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,466 | $1,498-2.1% | $2,525-42.0% | $2,281-35.7% |
| Participant deferral / active EE | $4,439 | $2,389+85.8% | $3,458+28.4% | $3,203+38.6% |
| Admin fee / account holder | $7,969 | $2,840+180.6% | $4,138+92.6% | $4,296+85.5% |