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 | $40,856 | $60,892-32.9% | $82,389-50.4% | $84,808-51.8% |
| Participation rate | 42.9% | 63.3%-20.4pp | 69.5%-26.7pp | 68.3%-25.5pp |
| Annual return | 14.40% | 37.29%-22.9pp | 28.67%-14.3pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,087 | $1,779-38.9% | $2,517-56.8% | $2,631-58.7% |
| Participant deferral / active EE | $2,066 | $3,179-35.0% | $4,155-50.3% | $4,212-50.9% |
| Admin fee / account holder | $6,436 | $5,467+17.7% | $7,231-11.0% | $7,344-12.4% |