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 | $42,637 | $86,286-50.6% | $111,297-61.7% | $85,850-50.3% |
| Participation rate | 69.6% | 73.3%-3.8pp | 77.3%-7.7pp | 69.3%+0.3pp |
| Annual return | 12.96% | 19.99%-7.0pp | 54.65%-41.7pp | 318.53%-305.6pp |
| Employer contribution / active EE | $1,450 | $2,043-29.1% | $2,731-46.9% | $2,565-43.5% |
| Participant deferral / active EE | $2,346 | $3,641-35.6% | $4,487-47.7% | $3,952-40.6% |
| Admin fee / account holder | $4,184 | $8,188-48.9% | $7,964-47.5% | $6,260-33.2% |