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 | $62,426 | $76,367-18.3% | $93,606-33.3% | $72,985-14.5% |
| Participation rate | 60.7% | 71.7%-11.1pp | 75.8%-15.2pp | 69.5%-8.8pp |
| Annual return | 17.19% | 25.82%-8.6pp | 32.76%-15.6pp | 81.00%-63.8pp |
| Employer contribution / active EE | $1,168 | $2,275-48.7% | $2,718-57.0% | $2,440-52.1% |
| Participant deferral / active EE | $2,177 | $3,538-38.5% | $4,069-46.5% | $3,607-39.7% |
| Admin fee / account holder | $624 | $6,838-90.9% | $7,888-92.1% | $5,124-87.8% |