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 | $36,524 | $76,552-52.3% | $123,892-70.5% | $62,891-41.9% |
| Participation rate | 33.3% | 73.0%-39.6pp | 81.4%-48.1pp | 69.3%-36.0pp |
| Annual return | 7.97% | 18.68%-10.7pp | 47.52%-39.5pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,167 | $2,883-59.5% | $4,617-74.7% | $2,281-48.8% |
| Participant deferral / active EE | $3,182 | $4,840-34.3% | $5,984-46.8% | $3,203-0.7% |
| Admin fee / account holder | $1,272 | $4,826-73.6% | $8,357-84.8% | $4,296-70.4% |