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 | $50,859 | $56,054-9.3% | $171,082-70.3% | $62,891-19.1% |
| Participation rate | 67.9% | 62.9%+5.0pp | 76.7%-8.8pp | 69.3%-1.4pp |
| Annual return | 6.49% | 22.52%-16.0pp | 32.56%-26.1pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,641 | $1,731-5.2% | $4,002-59.0% | $2,281-28.0% |
| Participant deferral / active EE | $5,208 | $3,158+64.9% | $4,797+8.6% | $3,203+62.6% |
| Admin fee / account holder | $1,894 | $3,647-48.1% | $8,520-77.8% | $4,296-55.9% |