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 | $41,737 | $87,013-52.0% | $106,213-60.7% | $80,856-48.4% |
| Participation rate | 62.2% | 70.4%-8.3pp | 75.3%-13.1pp | 67.6%-5.5pp |
| Annual return | 18.60% | 17.05%+1.5pp | 116.14%-97.5pp | 35.59%-17.0pp |
| Employer contribution / active EE | $1,406 | $2,395-41.3% | $3,171-55.7% | $2,755-48.9% |
| Participant deferral / active EE | $2,520 | $3,986-36.8% | $5,016-49.8% | $4,296-41.3% |
| Admin fee / account holder | $1,439 | $8,431-82.9% | $11,033-87.0% | $6,918-79.2% |