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 | $45,402 | $78,672-42.3% | $109,143-58.4% | $85,850-47.1% |
| Participation rate | 64.8% | 68.3%-3.5pp | 75.9%-11.1pp | 69.3%-4.5pp |
| Annual return | 14.15% | 25.09%-10.9pp | 25.75%-11.6pp | 318.53%-304.4pp |
| Employer contribution / active EE | $2,191 | $2,735-19.9% | $3,722-41.1% | $2,565-14.6% |
| Participant deferral / active EE | $4,443 | $3,467+28.1% | $4,653-4.5% | $3,952+12.4% |
| Admin fee / account holder | $3,044 | $5,469-44.3% | $6,752-54.9% | $6,260-51.4% |