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 | $40,665 | $73,933-45.0% | $96,683-57.9% | $75,163-45.9% |
| Participation rate | 33.7% | 66.4%-32.7pp | 74.3%-40.6pp | 67.2%-33.5pp |
| Annual return | 18.74% | 26.70%-8.0pp | 35.69%-17.0pp | 160.62%-141.9pp |
| Employer contribution / active EE | $1,883 | $2,928-35.7% | $3,737-49.6% | $2,670-29.5% |
| Participant deferral / active EE | $2,668 | $3,659-27.1% | $4,878-45.3% | $4,125-35.3% |
| Admin fee / account holder | $3,487 | $5,216-33.2% | $6,730-48.2% | $5,651-38.3% |