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 | $57,177 | $76,552-25.3% | $123,892-53.8% | $62,891-9.1% |
| Participation rate | 61.1% | 73.0%-11.9pp | 81.4%-20.3pp | 69.3%-8.2pp |
| Annual return | 6.81% | 18.68%-11.9pp | 47.52%-40.7pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,422 | $2,883-50.7% | $4,617-69.2% | $2,281-37.7% |
| Participant deferral / active EE | $3,215 | $4,840-33.6% | $5,984-46.3% | $3,203+0.4% |
| Admin fee / account holder | $509 | $4,826-89.5% | $8,357-93.9% | $4,296-88.2% |