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 | $42,143 | $84,233-50.0% | $170,442-75.3% | $70,131-39.9% |
| Participation rate | 41.2% | 70.8%-29.7pp | 83.6%-42.4pp | 69.5%-28.4pp |
| Annual return | 15.58% | 23.06%-7.5pp | 205.93%-190.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $1,813 | $3,387-46.5% | $5,433-66.6% | $2,342-22.6% |
| Participant deferral / active EE | $3,627 | $3,086+17.5% | $4,939-26.6% | $3,332+8.9% |
| Admin fee / account holder | $998 | $5,698-82.5% | $13,880-92.8% | $4,645-78.5% |