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 | $35,004 | $86,286-59.4% | $111,297-68.5% | $85,850-59.2% |
| Participation rate | 68.4% | 73.3%-4.9pp | 77.3%-8.9pp | 69.3%-0.9pp |
| Annual return | 11.00% | 19.99%-9.0pp | 54.65%-43.7pp | 318.53%-307.5pp |
| Employer contribution / active EE | $1,429 | $2,043-30.0% | $2,731-47.7% | $2,565-44.3% |
| Participant deferral / active EE | $2,123 | $3,641-41.7% | $4,487-52.7% | $3,952-46.3% |
| Admin fee / account holder | $4,111 | $8,188-49.8% | $7,964-48.4% | $6,260-34.3% |