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 | $57,371 | $78,926-27.3% | $136,749-58.0% | $84,808-32.4% |
| Participation rate | 50.0% | 62.2%-12.2pp | 72.1%-22.1pp | 68.3%-18.3pp |
| Annual return | 16.30% | 18.17%-1.9pp | 24.33%-8.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,314 | $2,134-38.5% | $3,400-61.4% | $2,631-50.1% |
| Participant deferral / active EE | $3,053 | $3,168-3.7% | $4,692-34.9% | $4,212-27.5% |
| Admin fee / account holder | $580 | $6,369-90.9% | $11,386-94.9% | $7,344-92.1% |