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 | $34,649 | $56,897-39.1% | $84,750-59.1% | $62,891-44.9% |
| Participation rate | 65.5% | 68.5%-3.0pp | 76.6%-11.1pp | 69.3%-3.8pp |
| Annual return | 6.54% | 6.30%+0.2pp | 22.78%-16.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,401 | $2,400-41.6% | $3,574-60.8% | $2,281-38.6% |
| Participant deferral / active EE | $3,028 | $2,709+11.8% | $3,712-18.4% | $3,203-5.4% |
| Admin fee / account holder | $444 | $3,581-87.6% | $5,332-91.7% | $4,296-89.7% |