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 | $15,659 | $57,590-72.8% | $86,233-81.8% | $82,448-81.0% |
| Participation rate | 55.2% | 57.9%-2.7pp | 69.0%-13.8pp | 68.1%-12.9pp |
| Annual return | 16.65% | 22.41%-5.8pp | 61.39%-44.7pp | 41.64%-25.0pp |
| Employer contribution / active EE | $1,368 | $1,655-17.3% | $2,504-45.4% | $2,551-46.4% |
| Participant deferral / active EE | $2,747 | $3,080-10.8% | $4,559-39.7% | $4,139-33.6% |
| Admin fee / account holder | $2,623 | $4,730-44.5% | $8,342-68.6% | $7,234-63.7% |