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 | $43,335 | $80,717-46.3% | $154,803-72.0% | $84,808-48.9% |
| Participation rate | 63.4% | 66.8%-3.4pp | 78.1%-14.7pp | 68.3%-4.9pp |
| Annual return | 13.42% | 37.96%-24.5pp | 58.88%-45.5pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,290 | $2,761-17.1% | $4,305-46.8% | $2,631-13.0% |
| Participant deferral / active EE | $2,825 | $3,303-14.5% | $5,540-49.0% | $4,212-32.9% |
| Admin fee / account holder | $5,881 | $6,746-12.8% | $14,329-59.0% | $7,344-19.9% |