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 | $37,098 | $127,065-70.8% | $113,168-67.2% | $142,382-73.9% |
| Participation rate | 68.2% | 79.2%-11.0pp | 76.6%-8.4pp | 80.1%-11.9pp |
| Annual return | 10.49% | 24.03%-13.5pp | 24.27%-13.8pp | 217.08%-206.6pp |
| Employer contribution / active EE | $2,576 | $3,442-25.2% | $2,975-13.4% | $4,299-40.1% |
| Participant deferral / active EE | $4,489 | $5,716-21.5% | $5,107-12.1% | $6,507-31.0% |
| Admin fee / account holder | $1,430 | $15,736-90.9% | $12,068-88.2% | $12,624-88.7% |