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 | $33,187 | $49,227-32.6% | $70,449-52.9% | $79,858-58.4% |
| Participation rate | 65.1% | 69.2%-4.1pp | 75.1%-9.9pp | 69.6%-4.5pp |
| Annual return | 10.75% | 30.06%-19.3pp | 109.03%-98.3pp | 31.71%-21.0pp |
| Employer contribution / active EE | $1,244 | $2,099-40.7% | $2,737-54.6% | $2,471-49.7% |
| Participant deferral / active EE | $2,053 | $2,768-25.8% | $3,709-44.6% | $3,740-45.1% |
| Admin fee / account holder | $10,265 | $2,878+256.7% | $3,845+167.0% | $5,306+93.5% |