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 | $23,991 | $47,848-49.9% | $81,478-70.6% | $70,131-65.8% |
| Participation rate | 50.7% | 58.3%-7.6pp | 68.0%-17.3pp | 69.5%-18.8pp |
| Annual return | 18.79% | 27.25%-8.5pp | 38.78%-20.0pp | 73.14%-54.3pp |
| Employer contribution / active EE | $1,600 | $1,527+4.8% | $2,568-37.7% | $2,342-31.7% |
| Participant deferral / active EE | $2,963 | $2,453+20.8% | $3,537-16.2% | $3,332-11.1% |
| Admin fee / account holder | $1,411 | $3,145-55.1% | $4,561-69.1% | $4,645-69.6% |