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 | $48,342 | $56,054-13.8% | $171,082-71.7% | $62,891-23.1% |
| Participation rate | 60.5% | 62.9%-2.3pp | 76.7%-16.2pp | 69.3%-8.8pp |
| Annual return | 7.86% | 22.52%-14.7pp | 32.56%-24.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,105 | $1,731-36.1% | $4,002-72.4% | $2,281-51.5% |
| Participant deferral / active EE | $3,859 | $3,158+22.2% | $4,797-19.6% | $3,203+20.5% |
| Admin fee / account holder | $2,203 | $3,647-39.6% | $8,520-74.1% | $4,296-48.7% |