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 | $41,353 | $64,348-35.7% | $90,160-54.1% | $70,131-41.0% |
| Participation rate | 60.9% | 70.4%-9.6pp | 76.9%-16.0pp | 69.5%-8.7pp |
| Annual return | 39.35% | 28.13%+11.2pp | 34.88%+4.5pp | 73.14%-33.8pp |
| Employer contribution / active EE | $1,342 | $2,046-34.4% | $3,318-59.6% | $2,342-42.7% |
| Participant deferral / active EE | $2,408 | $4,389-45.1% | $5,288-54.5% | $3,332-27.7% |
| Admin fee / account holder | $456 | $3,944-88.4% | $5,943-92.3% | $4,645-90.2% |