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 | $26,727 | $58,828-54.6% | $77,999-65.7% | $62,891-57.5% |
| Participation rate | 66.0% | 71.1%-5.1pp | 75.5%-9.6pp | 69.3%-3.3pp |
| Annual return | 8.22% | 17.16%-8.9pp | 425.96%-417.7pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,004 | $1,672-40.0% | $2,470-59.4% | $2,281-56.0% |
| Participant deferral / active EE | $1,904 | $2,686-29.1% | $3,497-45.5% | $3,203-40.5% |
| Admin fee / account holder | $2,959 | $4,393-32.6% | $5,480-46.0% | $4,296-31.1% |