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 | $50,205 | $87,841-42.8% | $133,980-62.5% | $62,891-20.2% |
| Participation rate | 61.5% | 83.4%-21.8pp | 87.1%-25.5pp | 69.3%-7.8pp |
| Annual return | 7.18% | 12.05%-4.9pp | 29.30%-22.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,242 | $3,483-64.3% | $5,211-76.2% | $2,281-45.6% |
| Participant deferral / active EE | $2,805 | $4,812-41.7% | $6,282-55.3% | $3,203-12.4% |
| Admin fee / account holder | $7,264 | $5,371+35.2% | $9,324-22.1% | $4,296+69.1% |