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 | $20,519 | $43,075-52.4% | $74,583-72.5% | $62,891-67.4% |
| Participation rate | 51.3% | 58.1%-6.8pp | 68.1%-16.8pp | 69.3%-18.0pp |
| Annual return | 8.39% | 17.50%-9.1pp | 20.47%-12.1pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,427 | $1,498-4.7% | $2,525-43.5% | $2,281-37.4% |
| Participant deferral / active EE | $5,517 | $2,389+130.9% | $3,458+59.6% | $3,203+72.3% |
| Admin fee / account holder | $1,864 | $2,840-34.4% | $4,138-55.0% | $4,296-56.6% |