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 | $28,439 | $60,349-52.9% | $74,183-61.7% | $62,891-54.8% |
| Participation rate | 69.4% | 72.7%-3.3pp | 76.6%-7.2pp | 69.3%+0.1pp |
| Annual return | 7.51% | 21.37%-13.9pp | 17.74%-10.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,645 | $1,680-2.1% | $2,370-30.6% | $2,281-27.9% |
| Participant deferral / active EE | $3,766 | $2,856+31.9% | $3,550+6.1% | $3,203+17.6% |
| Admin fee / account holder | $8,854 | $4,261+107.8% | $5,586+58.5% | $4,296+106.1% |