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 | $26,992 | $49,227-45.2% | $70,449-61.7% | $79,858-66.2% |
| Participation rate | 62.5% | 69.2%-6.7pp | 75.1%-12.6pp | 69.6%-7.1pp |
| Annual return | 18.49% | 30.06%-11.6pp | 109.03%-90.5pp | 31.71%-13.2pp |
| Employer contribution / active EE | $1,214 | $2,099-42.1% | $2,737-55.6% | $2,471-50.9% |
| Participant deferral / active EE | $3,099 | $2,768+12.0% | $3,709-16.4% | $3,740-17.1% |
| Admin fee / account holder | $2,523 | $2,878-12.3% | $3,845-34.4% | $5,306-52.5% |