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 | $25,626 | $93,170-72.5% | $100,534-74.5% | $84,808-69.8% |
| Participation rate | 63.1% | 75.8%-12.8pp | 80.6%-17.5pp | 68.3%-5.2pp |
| Annual return | 19.64% | 47.13%-27.5pp | 32.66%-13.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,669 | $3,985-58.1% | $4,346-61.6% | $2,631-36.5% |
| Participant deferral / active EE | $3,332 | $5,699-41.5% | $6,144-45.8% | $4,212-20.9% |
| Admin fee / account holder | $1,117 | $7,382-84.9% | $7,654-85.4% | $7,344-84.8% |