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 | $42,790 | $73,933-42.1% | $96,683-55.7% | $75,163-43.1% |
| Participation rate | 56.9% | 66.4%-9.5pp | 74.3%-17.4pp | 67.2%-10.2pp |
| Annual return | 16.58% | 26.70%-10.1pp | 35.69%-19.1pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,789 | $2,928-38.9% | $3,737-52.1% | $2,670-33.0% |
| Participant deferral / active EE | $3,090 | $3,659-15.5% | $4,878-36.6% | $4,125-25.1% |
| Admin fee / account holder | $2,268 | $5,216-56.5% | $6,730-66.3% | $5,651-59.9% |