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 | $17,587 | $49,227-64.3% | $70,449-75.0% | $79,858-78.0% |
| Participation rate | 64.5% | 69.2%-4.7pp | 75.1%-10.5pp | 69.6%-5.1pp |
| Annual return | 10.46% | 30.06%-19.6pp | 109.03%-98.6pp | 31.71%-21.3pp |
| Employer contribution / active EE | $1,749 | $2,099-16.7% | $2,737-36.1% | $2,471-29.2% |
| Participant deferral / active EE | $1,762 | $2,768-36.3% | $3,709-52.5% | $3,740-52.9% |
| Admin fee / account holder | $3,975 | $2,878+38.1% | $3,845+3.4% | $5,306-25.1% |