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 | $31,549 | $56,054-43.7% | $171,082-81.6% | $62,891-49.8% |
| Participation rate | 56.7% | 62.9%-6.2pp | 76.7%-20.0pp | 69.3%-12.6pp |
| Annual return | 6.67% | 22.52%-15.8pp | 32.56%-25.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,661 | $1,731-4.1% | $4,002-58.5% | $2,281-27.2% |
| Participant deferral / active EE | $3,949 | $3,158+25.1% | $4,797-17.7% | $3,203+23.3% |
| Admin fee / account holder | $1,239 | $3,647-66.0% | $8,520-85.5% | $4,296-71.1% |