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 | $34,496 | $73,787-53.2% | $98,716-65.1% | $82,448-58.2% |
| Participation rate | 53.3% | 61.4%-8.1pp | 69.3%-16.0pp | 68.1%-14.7pp |
| Annual return | 20.75% | 18.57%+2.2pp | 31.81%-11.1pp | 41.64%-20.9pp |
| Employer contribution / active EE | $1,633 | $1,511+8.0% | $2,279-28.3% | $2,551-36.0% |
| Participant deferral / active EE | $2,506 | $3,081-18.7% | $4,048-38.1% | $4,139-39.5% |
| Admin fee / account holder | $339 | $6,500-94.8% | $8,703-96.1% | $7,234-95.3% |