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 | $39,393 | $40,256-2.1% | $57,343-31.3% | $59,632-33.9% |
| Participation rate | 63.6% | 69.2%-5.5pp | 75.1%-11.5pp | 68.7%-5.0pp |
| Annual return | -1.59% | 27.49%-29.1pp | 24.39%-26.0pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $763 | $1,922-60.3% | $2,689-71.6% | $2,203-65.4% |
| Participant deferral / active EE | $1,576 | $2,399-34.3% | $3,162-50.2% | $3,192-50.6% |
| Admin fee / account holder | $1,373 | $2,818-51.3% | $3,356-59.1% | $4,297-68.0% |