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 | $34,846 | $77,634-55.1% | $156,549-77.7% | $62,891-44.6% |
| Participation rate | 69.2% | 71.2%-2.0pp | 84.0%-14.8pp | 69.3%-0.1pp |
| Annual return | 10.96% | 50.32%-39.4pp | 32.23%-21.3pp | 20.14%-9.2pp |
| Employer contribution / active EE | $1,322 | $3,444-61.6% | $5,501-76.0% | $2,281-42.1% |
| Participant deferral / active EE | $2,639 | $3,045-13.3% | $4,871-45.8% | $3,203-17.6% |
| Admin fee / account holder | $1,966 | $5,561-64.7% | $13,027-84.9% | $4,296-54.2% |