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 | $34,180 | $65,395-47.7% | $182,532-81.3% | $72,985-53.2% |
| Participation rate | 58.3% | 65.4%-7.1pp | 78.0%-19.6pp | 69.5%-11.2pp |
| Annual return | 21.79% | 27.68%-5.9pp | 148.54%-126.8pp | 81.00%-59.2pp |
| Employer contribution / active EE | $1,006 | $1,911-47.4% | $4,076-75.3% | $2,440-58.8% |
| Participant deferral / active EE | $2,387 | $3,563-33.0% | $5,524-56.8% | $3,607-33.8% |
| Admin fee / account holder | $911 | $4,245-78.5% | $8,592-89.4% | $5,124-82.2% |