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 | $39,455 | $57,065-30.9% | $75,670-47.9% | $70,131-43.7% |
| Participation rate | 38.0% | 68.1%-30.0pp | 72.3%-34.3pp | 69.5%-31.5pp |
| Annual return | 51.27% | 23.57%+27.7pp | 27.34%+23.9pp | 73.14%-21.9pp |
| Employer contribution / active EE | $1,416 | $1,817-22.0% | $2,352-39.8% | $2,342-39.5% |
| Participant deferral / active EE | $2,510 | $2,580-2.7% | $3,142-20.1% | $3,332-24.7% |
| Admin fee / account holder | $1,189 | $3,825-68.9% | $5,800-79.5% | $4,645-74.4% |