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 | $40,012 | $59,839-33.1% | $81,983-51.2% | $79,858-49.9% |
| Participation rate | 42.2% | 61.6%-19.4pp | 69.2%-27.1pp | 69.6%-27.4pp |
| Annual return | 20.10% | 17.56%+2.5pp | 41.31%-21.2pp | 31.71%-11.6pp |
| Employer contribution / active EE | $1,613 | $1,713-5.9% | $2,498-35.4% | $2,471-34.7% |
| Participant deferral / active EE | $3,402 | $2,695+26.2% | $3,722-8.6% | $3,740-9.0% |
| Admin fee / account holder | $5,130 | $4,287+19.7% | $5,664-9.4% | $5,306-3.3% |