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 | $41,900 | $87,733-52.2% | $106,548-60.7% | $85,850-51.2% |
| Participation rate | 53.6% | 71.9%-18.3pp | 76.1%-22.5pp | 69.3%-15.7pp |
| Annual return | 14.91% | 21.86%-6.9pp | 26.80%-11.9pp | 318.53%-303.6pp |
| Employer contribution / active EE | $1,921 | $2,073-7.3% | $2,819-31.8% | $2,565-25.1% |
| Participant deferral / active EE | $2,985 | $3,469-14.0% | $4,398-32.1% | $3,952-24.5% |
| Admin fee / account holder | $4,976 | $6,767-26.5% | $7,407-32.8% | $6,260-20.5% |