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 | $42,663 | $78,705-45.8% | $117,854-63.8% | $70,131-39.2% |
| Participation rate | 64.2% | 73.2%-9.0pp | 79.7%-15.5pp | 69.5%-5.4pp |
| Annual return | 14.72% | 23.30%-8.6pp | 335.08%-320.4pp | 73.14%-58.4pp |
| Employer contribution / active EE | $1,440 | $2,223-35.2% | $3,786-62.0% | $2,342-38.5% |
| Participant deferral / active EE | $2,101 | $3,297-36.3% | $4,482-53.1% | $3,332-36.9% |
| Admin fee / account holder | $1,396 | $5,065-72.4% | $8,020-82.6% | $4,645-69.9% |