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 | $17,742 | $80,717-78.0% | $154,803-88.5% | $84,808-79.1% |
| Participation rate | 49.2% | 66.8%-17.7pp | 78.1%-28.9pp | 68.3%-19.2pp |
| Annual return | 16.47% | 37.96%-21.5pp | 58.88%-42.4pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,685 | $2,761-39.0% | $4,305-60.9% | $2,631-36.0% |
| Participant deferral / active EE | $1,180 | $3,303-64.3% | $5,540-78.7% | $4,212-72.0% |
| Admin fee / account holder | $6,128 | $6,746-9.2% | $14,329-57.2% | $7,344-16.6% |