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 | $37,743 | $57,541-34.4% | $95,745-60.6% | $75,163-49.8% |
| Participation rate | 60.0% | 62.5%-2.5pp | 72.3%-12.3pp | 67.2%-7.2pp |
| Annual return | 21.73% | 34.93%-13.2pp | 28.35%-6.6pp | 160.62%-138.9pp |
| Employer contribution / active EE | $1,320 | $1,808-27.0% | $2,835-53.4% | $2,670-50.6% |
| Participant deferral / active EE | $2,594 | $3,074-15.6% | $4,245-38.9% | $4,125-37.1% |
| Admin fee / account holder | $2,150 | $4,099-47.5% | $5,678-62.1% | $5,651-62.0% |