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 | $45,436 | $65,365-30.5% | $92,893-51.1% | $72,985-37.7% |
| Participation rate | 66.7% | 68.3%-1.6pp | 76.0%-9.3pp | 69.5%-2.8pp |
| Annual return | 17.76% | 42.10%-24.3pp | 109.41%-91.7pp | 81.00%-63.2pp |
| Employer contribution / active EE | $1,708 | $2,594-34.2% | $3,653-53.2% | $2,440-30.0% |
| Participant deferral / active EE | $2,135 | $3,128-31.7% | $4,236-49.6% | $3,607-40.8% |
| Admin fee / account holder | $3,907 | $4,251-8.1% | $5,794-32.6% | $5,124-23.8% |