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 | $58,503 | $60,349-3.1% | $74,183-21.1% | $62,891-7.0% |
| Participation rate | 52.4% | 72.7%-20.3pp | 76.6%-24.2pp | 69.3%-16.9pp |
| Annual return | 6.23% | 21.37%-15.1pp | 17.74%-11.5pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,349 | $1,680-19.7% | $2,370-43.1% | $2,281-40.9% |
| Participant deferral / active EE | $3,315 | $2,856+16.1% | $3,550-6.6% | $3,203+3.5% |
| Admin fee / account holder | $3,600 | $4,261-15.5% | $5,586-35.6% | $4,296-16.2% |