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 | $42,243 | $56,054-24.6% | $171,082-75.3% | $62,891-32.8% |
| Participation rate | 66.7% | 62.9%+3.8pp | 76.7%-10.0pp | 69.3%-2.6pp |
| Annual return | 7.04% | 22.52%-15.5pp | 32.56%-25.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,632 | $1,731-5.7% | $4,002-59.2% | $2,281-28.5% |
| Participant deferral / active EE | $5,832 | $3,158+84.7% | $4,797+21.6% | $3,203+82.1% |
| Admin fee / account holder | $16,165 | $3,647+343.3% | $8,520+89.7% | $4,296+276.3% |