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 | $10,431 | $81,248-87.2% | $155,509-93.3% | $80,856-87.1% |
| Participation rate | 63.0% | 66.2%-3.3pp | 78.2%-15.2pp | 67.6%-4.7pp |
| Annual return | 10.78% | 33.31%-22.5pp | 64.67%-53.9pp | 35.59%-24.8pp |
| Employer contribution / active EE | $2,256 | $3,100-27.2% | $4,672-51.7% | $2,755-18.1% |
| Participant deferral / active EE | $3,261 | $3,452-5.5% | $5,626-42.0% | $4,296-24.1% |
| Admin fee / account holder | $919 | $7,997-88.5% | $15,912-94.2% | $6,918-86.7% |