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 | $33,377 | $67,411-50.5% | $91,001-63.3% | $70,131-52.4% |
| Participation rate | 58.2% | 71.4%-13.2pp | 75.6%-17.4pp | 69.5%-11.4pp |
| Annual return | 14.63% | -40.16%+54.8pp | 4.60%+10.0pp | 73.14%-58.5pp |
| Employer contribution / active EE | $1,469 | $1,786-17.7% | $2,456-40.2% | $2,342-37.3% |
| Participant deferral / active EE | $3,110 | $2,823+10.2% | $3,547-12.3% | $3,332-6.7% |
| Admin fee / account holder | $10,372 | $4,236+144.8% | $5,417+91.5% | $4,645+123.3% |