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 | $33,040 | $80,968-59.2% | $96,544-65.8% | $75,163-56.0% |
| Participation rate | 40.5% | 71.8%-31.2pp | 76.0%-35.4pp | 67.2%-26.7pp |
| Annual return | 15.71% | 27.06%-11.4pp | 25.84%-10.1pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,190 | $2,282-47.9% | $2,965-59.9% | $2,670-55.4% |
| Participant deferral / active EE | $2,124 | $3,928-45.9% | $4,851-56.2% | $4,125-48.5% |
| Admin fee / account holder | $8,928 | $6,724+32.8% | $8,252+8.2% | $5,651+58.0% |