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 | $41,573 | $90,503-54.1% | $78,689-47.2% | $273,961-84.8% |
| Participation rate | 60.0% | 76.5%-16.5pp | 73.6%-13.6pp | 83.0%-23.0pp |
| Annual return | 4.66% | 75.60%-70.9pp | 62.18%-57.5pp | 41.45%-36.8pp |
| Employer contribution / active EE | $1,832 | $3,176-42.3% | $2,851-35.7% | $4,869-62.4% |
| Participant deferral / active EE | $2,934 | $3,901-24.8% | $3,517-16.6% | $5,287-44.5% |
| Admin fee / account holder | $10,353 | $5,263+96.7% | $4,510+129.5% | $10,132+2.2% |