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 | $36,729 | $58,828-37.6% | $77,999-52.9% | $62,891-41.6% |
| Participation rate | 58.3% | 71.1%-12.7pp | 75.5%-17.2pp | 69.3%-11.0pp |
| Annual return | 8.92% | 17.16%-8.2pp | 425.96%-417.0pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,343 | $1,672-19.7% | $2,470-45.6% | $2,281-41.1% |
| Participant deferral / active EE | $2,738 | $2,686+2.0% | $3,497-21.7% | $3,203-14.5% |
| Admin fee / account holder | $2,807 | $4,393-36.1% | $5,480-48.8% | $4,296-34.7% |