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 | $29,221 | $81,248-64.0% | $155,509-81.2% | $80,856-63.9% |
| Participation rate | 41.7% | 66.2%-24.6pp | 78.2%-36.5pp | 67.6%-26.0pp |
| Annual return | 14.43% | 33.31%-18.9pp | 64.67%-50.2pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,236 | $3,100-60.1% | $4,672-73.5% | $2,755-55.1% |
| Participant deferral / active EE | $2,939 | $3,452-14.8% | $5,626-47.8% | $4,296-31.6% |
| Admin fee / account holder | $2,762 | $7,997-65.5% | $15,912-82.6% | $6,918-60.1% |