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 | $35,302 | $54,541-35.3% | $78,778-55.2% | $70,131-49.7% |
| Participation rate | 56.3% | 60.8%-4.5pp | 69.2%-12.9pp | 69.5%-13.3pp |
| Annual return | 14.57% | 21.07%-6.5pp | 35.62%-21.0pp | 73.14%-58.6pp |
| Employer contribution / active EE | $1,209 | $1,089+11.1% | $1,986-39.1% | $2,342-48.4% |
| Participant deferral / active EE | $1,652 | $2,210-25.2% | $2,958-44.1% | $3,332-50.4% |
| Admin fee / account holder | $3,893 | $3,709+5.0% | $5,134-24.2% | $4,645-16.2% |