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 | $21,073 | $53,777-60.8% | $134,143-84.3% | $79,858-73.6% |
| Participation rate | 58.7% | 58.8%-0.1pp | 72.2%-13.5pp | 69.6%-10.9pp |
| Annual return | 11.27% | 19.01%-7.7pp | 36.33%-25.1pp | 31.71%-20.4pp |
| Employer contribution / active EE | $1,121 | $1,321-15.2% | $3,704-69.7% | $2,471-54.6% |
| Participant deferral / active EE | $1,667 | $2,420-31.1% | $3,499-52.3% | $3,740-55.4% |
| Admin fee / account holder | $6,740 | $3,984+69.2% | $6,684+0.8% | $5,306+27.0% |