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 | $32,345 | $78,705-58.9% | $117,854-72.6% | $70,131-53.9% |
| Participation rate | 60.7% | 73.2%-12.5pp | 79.7%-18.9pp | 69.5%-8.8pp |
| Annual return | 30.48% | 23.30%+7.2pp | 335.08%-304.6pp | 73.14%-42.7pp |
| Employer contribution / active EE | $2,224 | $2,2230% | $3,786-41.3% | $2,342-5.0% |
| Participant deferral / active EE | $3,045 | $3,297-7.7% | $4,482-32.1% | $3,332-8.6% |
| Admin fee / account holder | $1,285 | $5,065-74.6% | $8,020-84.0% | $4,645-72.3% |