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 | $57,197 | $80,717-29.1% | $154,803-63.1% | $84,808-32.6% |
| Participation rate | 56.7% | 66.8%-10.1pp | 78.1%-21.4pp | 68.3%-11.6pp |
| Annual return | 26.65% | 37.96%-11.3pp | 58.88%-32.2pp | 40.90%-14.2pp |
| Employer contribution / active EE | $2,000 | $2,761-27.6% | $4,305-53.5% | $2,631-24.0% |
| Participant deferral / active EE | $4,916 | $3,303+48.8% | $5,540-11.3% | $4,212+16.7% |
| Admin fee / account holder | $2,671 | $6,746-60.4% | $14,329-81.4% | $7,344-63.6% |