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 | $40,642 | $67,606-39.9% | $82,313-50.6% | $70,131-42.0% |
| Participation rate | 58.8% | 72.8%-13.9pp | 76.9%-18.1pp | 69.5%-10.7pp |
| Annual return | 12.95% | 21.57%-8.6pp | 25.88%-12.9pp | 73.14%-60.2pp |
| Employer contribution / active EE | $1,220 | $1,755-30.5% | $2,428-49.8% | $2,342-47.9% |
| Participant deferral / active EE | $2,464 | $2,987-17.5% | $3,706-33.5% | $3,332-26.0% |
| Admin fee / account holder | $1,697 | $4,512-62.4% | $5,608-69.7% | $4,645-63.5% |