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 | $32,904 | $88,583-62.9% | $88,497-62.8% | $273,961-88.0% |
| Participation rate | 69.2% | 83.5%-14.2pp | 82.4%-13.2pp | 83.0%-13.8pp |
| Annual return | 13.64% | 5.68%+8.0pp | 7.63%+6.0pp | 41.45%-27.8pp |
| Employer contribution / active EE | $4,308 | $4,502-4.3% | $4,036+6.7% | $4,869-11.5% |
| Participant deferral / active EE | $7,165 | $4,891+46.5% | $4,899+46.2% | $5,287+35.5% |
| Admin fee / account holder | $309 | $8,980-96.6% | $6,220-95.0% | $10,132-97.0% |