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 | $41,021 | $86,929-52.8% | $102,423-59.9% | $80,856-49.3% |
| Participation rate | 64.3% | 72.4%-8.1pp | 76.5%-12.2pp | 67.6%-3.4pp |
| Annual return | 17.11% | 18.88%-1.8pp | 29.32%-12.2pp | 35.59%-18.5pp |
| Employer contribution / active EE | $740 | $2,369-68.8% | $3,023-75.5% | $2,755-73.1% |
| Participant deferral / active EE | $3,523 | $4,118-14.5% | $5,053-30.3% | $4,296-18.0% |
| Admin fee / account holder | $2,971 | $8,049-63.1% | $9,451-68.6% | $6,918-57.0% |