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 | $22,525 | $53,777-58.1% | $134,143-83.2% | $79,858-71.8% |
| Participation rate | 48.8% | 58.8%-10.0pp | 72.2%-23.4pp | 69.6%-20.9pp |
| Annual return | 19.28% | 19.01%+0.3pp | 36.33%-17.1pp | 31.71%-12.4pp |
| Employer contribution / active EE | $1,109 | $1,321-16.1% | $3,704-70.1% | $2,471-55.1% |
| Participant deferral / active EE | $1,973 | $2,420-18.5% | $3,499-43.6% | $3,740-47.3% |
| Admin fee / account holder | $1,335 | $3,984-66.5% | $6,684-80.0% | $5,306-74.8% |