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 | $33,090 | $65,041-49.1% | $90,951-63.6% | $79,858-58.6% |
| Participation rate | 55.7% | 61.6%-5.9pp | 69.0%-13.3pp | 69.6%-14.0pp |
| Annual return | 19.63% | 30.45%-10.8pp | 134.60%-115.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $1,276 | $1,247+2.3% | $2,122-39.9% | $2,471-48.4% |
| Participant deferral / active EE | $2,171 | $2,512-13.6% | $3,373-35.6% | $3,740-41.9% |
| Admin fee / account holder | $744 | $4,536-83.6% | $5,959-87.5% | $5,306-86.0% |