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 | $36,869 | $48,076-23.3% | $78,689-53.1% | $62,891-41.4% |
| Participation rate | 63.3% | 65.2%-1.9pp | 73.6%-10.3pp | 69.3%-6.0pp |
| Annual return | 14.91% | 31.35%-16.4pp | 62.18%-47.3pp | 20.14%-5.2pp |
| Employer contribution / active EE | $1,730 | $2,015-14.1% | $2,851-39.3% | $2,281-24.2% |
| Participant deferral / active EE | $5,111 | $2,588+97.5% | $3,517+45.3% | $3,203+59.6% |
| Admin fee / account holder | $498 | $3,207-84.5% | $4,510-89.0% | $4,296-88.4% |