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 | $76,407-76.8% | $150,298-88.2% | $82,448-78.5% |
| Participation rate | 49.2% | 66.4%-17.2pp | 77.8%-28.6pp | 68.1%-18.9pp |
| Annual return | 16.47% | 39.99%-23.5pp | 62.79%-46.3pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,685 | $2,614-35.5% | $4,154-59.4% | $2,551-34.0% |
| Participant deferral / active EE | $1,180 | $3,214-63.3% | $5,453-78.4% | $4,139-71.5% |
| Admin fee / account holder | $6,128 | $6,352-3.5% | $14,116-56.6% | $7,234-15.3% |