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 | $24,998 | $81,248-69.2% | $155,509-83.9% | $80,856-69.1% |
| Participation rate | 62.1% | 66.2%-4.2pp | 78.2%-16.1pp | 67.6%-5.6pp |
| Annual return | 11.94% | 33.31%-21.4pp | 64.67%-52.7pp | 35.59%-23.7pp |
| Employer contribution / active EE | $1,555 | $3,100-49.8% | $4,672-66.7% | $2,755-43.6% |
| Participant deferral / active EE | $3,588 | $3,452+4.0% | $5,626-36.2% | $4,296-16.5% |
| Admin fee / account holder | $3,372 | $7,997-57.8% | $15,912-78.8% | $6,918-51.3% |