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 | $21,655 | $46,553-53.5% | $64,056-66.2% | $75,163-71.2% |
| Participation rate | 58.2% | 65.9%-7.8pp | 72.3%-14.1pp | 67.2%-9.0pp |
| Annual return | 17.59% | 26.03%-8.4pp | 33.69%-16.1pp | 160.62%-143.0pp |
| Employer contribution / active EE | $1,845 | $1,974-6.5% | $2,747-32.8% | $2,670-30.9% |
| Participant deferral / active EE | $2,284 | $2,837-19.5% | $3,880-41.1% | $4,125-44.6% |
| Admin fee / account holder | $5,305 | $2,952+79.7% | $3,068+72.9% | $5,651-6.1% |