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 | $37,109 | $76,367-51.4% | $93,606-60.4% | $72,985-49.2% |
| Participation rate | 69.0% | 71.7%-2.7pp | 75.8%-6.8pp | 69.5%-0.4pp |
| Annual return | 20.63% | 25.82%-5.2pp | 32.76%-12.1pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,216 | $2,275-46.6% | $2,718-55.3% | $2,440-50.2% |
| Participant deferral / active EE | $4,807 | $3,538+35.9% | $4,069+18.2% | $3,607+33.3% |
| Admin fee / account holder | $6,522 | $6,838-4.6% | $7,888-17.3% | $5,124+27.3% |