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 | $39,668 | $62,586-36.6% | $76,768-48.3% | $64,186-38.2% |
| Participation rate | 65.9% | 72.8%-6.9pp | 77.0%-11.1pp | 69.6%-3.7pp |
| Annual return | 9.14% | -1.95%+11.1pp | 2.43%+6.7pp | 7.63%+1.5pp |
| Employer contribution / active EE | $983 | $1,832-46.3% | $2,485-60.4% | $2,381-58.7% |
| Participant deferral / active EE | $6,386 | $3,145+103.1% | $3,852+65.8% | $3,470+84.0% |
| Admin fee / account holder | $6,295 | $4,667+34.9% | $6,675-5.7% | $4,888+28.8% |