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 | $39,990 | $80,705-50.4% | $115,768-65.5% | $67,986-41.2% |
| Participation rate | 54.5% | 63.0%-8.5pp | 74.4%-19.9pp | 57.2%-2.8pp |
| Annual return | 14.15% | 18.49%-4.3pp | 100.46%-86.3pp | 31.67%-17.5pp |
| Employer contribution / active EE | $1,593 | $2,046-22.2% | $2,940-45.8% | $2,019-21.1% |
| Participant deferral / active EE | $2,639 | $3,559-25.8% | $4,917-46.3% | $3,358-21.4% |
| Admin fee / account holder | $2,577 | $4,135-37.7% | $12,439-79.3% | $3,203-19.6% |