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 | $43,019 | $52,681-18.3% | $75,781-43.2% | $59,632-27.9% |
| Participation rate | 64.2% | 67.2%-3.0pp | 75.8%-11.6pp | 68.7%-4.5pp |
| Annual return | 1.25% | 2.95%-1.7pp | 9.68%-8.4pp | 2041.28%-2040.0pp |
| Employer contribution / active EE | $2,006 | $2,193-8.5% | $3,323-39.6% | $2,203-8.9% |
| Participant deferral / active EE | $1,715 | $2,591-33.8% | $3,651-53.0% | $3,192-46.3% |
| Admin fee / account holder | $2,348 | $3,610-35.0% | $5,299-55.7% | $4,297-45.4% |