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 | $41,166 | $63,764-35.4% | $81,930-49.8% | $79,858-48.5% |
| Participation rate | 52.1% | 67.5%-15.4pp | 72.0%-19.9pp | 69.6%-17.5pp |
| Annual return | 21.98% | 22.66%-0.7pp | 29.49%-7.5pp | 31.71%-9.7pp |
| Employer contribution / active EE | $1,248 | $1,795-30.5% | $4,310-71.0% | $2,471-49.5% |
| Participant deferral / active EE | $2,388 | $2,780-14.1% | $7,107-66.4% | $3,740-36.1% |
| Admin fee / account holder | $5,221 | $4,426+18.0% | $5,158+1.2% | $5,306-1.6% |