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 | $37,291 | $109,881-66.1% | $150,045-75.1% | $84,808-56.0% |
| Participation rate | 45.7% | 76.1%-30.4pp | 82.3%-36.7pp | 68.3%-22.7pp |
| Annual return | 28.96% | 28.25%+0.7pp | 62.55%-33.6pp | 40.90%-11.9pp |
| Employer contribution / active EE | $1,447 | $3,561-59.4% | $4,693-69.2% | $2,631-45.0% |
| Participant deferral / active EE | $2,776 | $6,636-58.2% | $7,997-65.3% | $4,212-34.1% |
| Admin fee / account holder | $7,030 | $8,568-18.0% | $13,435-47.7% | $7,344-4.3% |