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 | $27,784 | $80,717-65.6% | $154,803-82.1% | $84,808-67.2% |
| Participation rate | 61.0% | 66.8%-5.8pp | 78.1%-17.1pp | 68.3%-7.3pp |
| Annual return | 16.55% | 37.96%-21.4pp | 58.88%-42.3pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,130 | $2,761-59.1% | $4,305-73.7% | $2,631-57.0% |
| Participant deferral / active EE | $1,511 | $3,303-54.3% | $5,540-72.7% | $4,212-64.1% |
| Admin fee / account holder | $2,323 | $6,746-65.6% | $14,329-83.8% | $7,344-68.4% |