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 | $41,652 | $70,475-40.9% | $100,516-58.6% | $79,858-47.8% |
| Participation rate | 43.6% | 73.7%-30.1pp | 79.4%-35.8pp | 69.6%-26.0pp |
| Annual return | 15.59% | 21.90%-6.3pp | 30.89%-15.3pp | 31.71%-16.1pp |
| Employer contribution / active EE | $2,555 | $2,165+18.0% | $3,418-25.2% | $2,471+3.4% |
| Participant deferral / active EE | $6,031 | $5,181+16.4% | $6,270-3.8% | $3,740+61.3% |
| Admin fee / account holder | $35,434 | $4,478+691.2% | $8,081+338.5% | $5,306+567.8% |