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 | $37,319 | $77,899-52.1% | $149,673-75.1% | $75,163-50.3% |
| Participation rate | 58.1% | 65.6%-7.5pp | 78.8%-20.7pp | 67.2%-9.1pp |
| Annual return | 26.04% | 31.72%-5.7pp | 134.42%-108.4pp | 160.62%-134.6pp |
| Employer contribution / active EE | $2,346 | $3,137-25.2% | $4,818-51.3% | $2,670-12.1% |
| Participant deferral / active EE | $5,058 | $3,411+48.3% | $5,680-10.9% | $4,125+22.6% |
| Admin fee / account holder | $565 | $5,956-90.5% | $13,210-95.7% | $5,651-90.0% |