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 | $44,997 | $87,870-48.8% | $113,168-60.2% | $74,304-39.4% |
| Participation rate | 52.1% | 70.7%-18.6pp | 76.6%-24.5pp | 60.3%-8.2pp |
| Annual return | 17.75% | 26.44%-8.7pp | 24.27%-6.5pp | 29.43%-11.7pp |
| Employer contribution / active EE | $1,308 | $2,277-42.6% | $2,975-56.1% | $2,241-41.7% |
| Participant deferral / active EE | $3,473 | $4,241-18.1% | $5,107-32.0% | $3,767-7.8% |
| Admin fee / account holder | $3,123 | $3,368-7.3% | $12,068-74.1% | $2,969+5.2% |