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 | $36,780 | $72,277-49.1% | $101,248-63.7% | $79,858-53.9% |
| Participation rate | 57.8% | 68.5%-10.7pp | 75.8%-18.0pp | 69.6%-11.9pp |
| Annual return | 25.78% | 22.30%+3.5pp | 46.47%-20.7pp | 31.71%-5.9pp |
| Employer contribution / active EE | $2,760 | $2,692+2.6% | $3,660-24.6% | $2,471+11.7% |
| Participant deferral / active EE | $4,870 | $3,282+48.4% | $4,370+11.4% | $3,740+30.2% |
| Admin fee / account holder | $3,949 | $4,400-10.3% | $5,945-33.6% | $5,306-25.6% |