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 | $26,423 | $65,041-59.4% | $90,951-70.9% | $79,858-66.9% |
| Participation rate | 65.6% | 61.6%+4.0pp | 69.0%-3.4pp | 69.6%-4.0pp |
| Annual return | 15.50% | 30.45%-14.9pp | 134.60%-119.1pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,017 | $1,247-18.5% | $2,122-52.1% | $2,471-58.8% |
| Participant deferral / active EE | $2,304 | $2,512-8.3% | $3,373-31.7% | $3,740-38.4% |
| Admin fee / account holder | $1,873 | $4,536-58.7% | $5,959-68.6% | $5,306-64.7% |