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 | $35,317 | $84,233-58.1% | $170,442-79.3% | $70,131-49.6% |
| Participation rate | 60.0% | 70.8%-10.8pp | 83.6%-23.6pp | 69.5%-9.5pp |
| Annual return | 15.19% | 23.06%-7.9pp | 205.93%-190.7pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,092 | $3,387-67.8% | $5,433-79.9% | $2,342-53.4% |
| Participant deferral / active EE | $1,704 | $3,086-44.8% | $4,939-65.5% | $3,332-48.8% |
| Admin fee / account holder | $2,541 | $5,698-55.4% | $13,880-81.7% | $4,645-45.3% |