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 | $41,198 | $90,503-54.5% | $78,689-47.6% | $273,961-85.0% |
| Participation rate | 64.7% | 76.5%-11.8pp | 73.6%-8.9pp | 83.0%-18.3pp |
| Annual return | 10.02% | 75.60%-65.6pp | 62.18%-52.2pp | 41.45%-31.4pp |
| Employer contribution / active EE | $2,206 | $3,176-30.5% | $2,851-22.6% | $4,869-54.7% |
| Participant deferral / active EE | $4,072 | $3,901+4.4% | $3,517+15.8% | $5,287-23.0% |
| Admin fee / account holder | $560 | $5,263-89.4% | $4,510-87.6% | $10,132-94.5% |