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 | $35,980 | $83,477-56.9% | $125,175-71.3% | $72,985-50.7% |
| Participation rate | 62.7% | 73.3%-10.7pp | 79.8%-17.1pp | 69.5%-6.8pp |
| Annual return | 33.95% | 25.78%+8.2pp | 43.79%-9.8pp | 81.00%-47.1pp |
| Employer contribution / active EE | $1,741 | $2,345-25.8% | $3,865-55.0% | $2,440-28.7% |
| Participant deferral / active EE | $3,388 | $3,585-5.5% | $4,937-31.4% | $3,607-6.1% |
| Admin fee / account holder | $708 | $5,517-87.2% | $9,702-92.7% | $5,124-86.2% |