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 | $44,068 | $78,705-44.0% | $117,854-62.6% | $70,131-37.2% |
| Participation rate | 69.0% | 73.2%-4.2pp | 79.7%-10.7pp | 69.5%-0.6pp |
| Annual return | 16.40% | 23.30%-6.9pp | 335.08%-318.7pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,758 | $2,223-20.9% | $3,786-53.6% | $2,342-25.0% |
| Participant deferral / active EE | $3,238 | $3,297-1.8% | $4,482-27.8% | $3,332-2.8% |
| Admin fee / account holder | $3,026 | $5,065-40.3% | $8,020-62.3% | $4,645-34.9% |