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 | $34,651 | $77,164-55.1% | $178,014-80.5% | $80,874-57.2% |
| Participation rate | 60.9% | 65.7%-4.8pp | 77.1%-16.2pp | 67.6%-6.7pp |
| Annual return | 12.37% | 18.09%-5.7pp | 294.80%-282.4pp | 35.62%-23.2pp |
| Employer contribution / active EE | $1,684 | $2,288-26.4% | $3,950-57.4% | $2,756-38.9% |
| Participant deferral / active EE | $2,734 | $4,408-38.0% | $6,276-56.4% | $4,297-36.4% |
| Admin fee / account holder | $3,756 | $7,164-47.6% | $10,362-63.7% | $6,935-45.8% |