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 | $23,806 | $76,552-68.9% | $123,892-80.8% | $62,891-62.1% |
| Participation rate | 69.0% | 73.0%-4.0pp | 81.4%-12.4pp | 69.3%-0.3pp |
| Annual return | 10.01% | 18.68%-8.7pp | 47.52%-37.5pp | 20.14%-10.1pp |
| Employer contribution / active EE | $2,436 | $2,883-15.5% | $4,617-47.2% | $2,281+6.8% |
| Participant deferral / active EE | $4,082 | $4,840-15.6% | $5,984-31.8% | $3,203+27.5% |
| Admin fee / account holder | $1,533 | $4,826-68.2% | $8,357-81.7% | $4,296-64.3% |