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 | $40,198 | $86,286-53.4% | $111,297-63.9% | $85,850-53.2% |
| Participation rate | 66.7% | 73.3%-6.7pp | 77.3%-10.6pp | 69.3%-2.6pp |
| Annual return | 36.01% | 19.99%+16.0pp | 54.65%-18.6pp | 318.53%-282.5pp |
| Employer contribution / active EE | $1,589 | $2,043-22.2% | $2,731-41.8% | $2,565-38.1% |
| Participant deferral / active EE | $3,390 | $3,641-6.9% | $4,487-24.4% | $3,952-14.2% |
| Admin fee / account holder | $3,302 | $8,188-59.7% | $7,964-58.5% | $6,260-47.3% |