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 | $36,371 | $46,553-21.9% | $64,056-43.2% | $75,163-51.6% |
| Participation rate | 62.3% | 65.9%-3.6pp | 72.3%-10.0pp | 67.2%-4.9pp |
| Annual return | 18.92% | 26.03%-7.1pp | 33.69%-14.8pp | 160.62%-141.7pp |
| Employer contribution / active EE | $901 | $1,974-54.3% | $2,747-67.2% | $2,670-66.2% |
| Participant deferral / active EE | $2,304 | $2,837-18.8% | $3,880-40.6% | $4,125-44.1% |
| Admin fee / account holder | $7,232 | $2,952+145.0% | $3,068+135.7% | $5,651+28.0% |