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 | $53,251 | $60,349-11.8% | $74,183-28.2% | $62,891-15.3% |
| Participation rate | 67.9% | 72.7%-4.9pp | 76.6%-8.8pp | 69.3%-1.4pp |
| Annual return | 6.41% | 21.37%-15.0pp | 17.74%-11.3pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,835 | $1,680+9.2% | $2,370-22.6% | $2,281-19.6% |
| Participant deferral / active EE | $3,209 | $2,856+12.4% | $3,550-9.6% | $3,203+0.2% |
| Admin fee / account holder | $357 | $4,261-91.6% | $5,586-93.6% | $4,296-91.7% |