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 | $31,097 | $54,762-43.2% | $90,281-65.6% | $72,985-57.4% |
| Participation rate | 47.4% | 65.1%-17.8pp | 73.3%-25.9pp | 69.5%-22.1pp |
| Annual return | 26.86% | 30.63%-3.8pp | 78.10%-51.2pp | 81.00%-54.1pp |
| Employer contribution / active EE | $1,627 | $2,092-22.2% | $2,854-43.0% | $2,440-33.3% |
| Participant deferral / active EE | $3,933 | $2,887+36.2% | $3,885+1.2% | $3,607+9.0% |
| Admin fee / account holder | $2,902 | $3,972-26.9% | $5,351-45.8% | $5,124-43.4% |