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 | $22,117 | $62,672-64.7% | $185,117-88.1% | $70,131-68.5% |
| Participation rate | 59.3% | 63.8%-4.5pp | 77.3%-18.0pp | 69.5%-10.3pp |
| Annual return | 14.40% | 40.79%-26.4pp | 40.50%-26.1pp | 73.14%-58.7pp |
| Employer contribution / active EE | $2,201 | $1,753+25.5% | $4,182-47.4% | $2,342-6.1% |
| Participant deferral / active EE | $3,551 | $3,272+8.5% | $5,045-29.6% | $3,332+6.6% |
| Admin fee / account holder | $1,449 | $3,932-63.1% | $8,159-82.2% | $4,645-68.8% |