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 | $37,854 | $46,869-19.2% | $122,332-69.1% | $70,131-46.0% |
| Participation rate | 40.7% | 58.2%-17.5pp | 71.6%-31.0pp | 69.5%-28.9pp |
| Annual return | 26.67% | 24.22%+2.4pp | 30.27%-3.6pp | 73.14%-46.5pp |
| Employer contribution / active EE | $1,041 | $1,288-19.1% | $4,050-74.3% | $2,342-55.5% |
| Participant deferral / active EE | $1,536 | $2,166-29.1% | $3,287-53.3% | $3,332-53.9% |
| Admin fee / account holder | $3,666 | $3,322+10.3% | $5,478-33.1% | $4,645-21.1% |