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 | $37,710 | $39,122-3.6% | $57,179-34.0% | $62,891-40.0% |
| Participation rate | 66.0% | 70.5%-4.5pp | 75.3%-9.4pp | 69.3%-3.3pp |
| Annual return | 7.52% | 9.23%-1.7pp | 14.59%-7.1pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,035 | $1,874-44.8% | $2,682-61.4% | $2,281-54.6% |
| Participant deferral / active EE | $2,375 | $2,3740% | $3,096-23.3% | $3,203-25.9% |
| Admin fee / account holder | $2,822 | $2,592+8.9% | $3,139-10.1% | $4,296-34.3% |