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 | $32,822 | $89,753-63.4% | $107,525-69.5% | $84,808-61.3% |
| Participation rate | 66.2% | 68.1%-1.8pp | 75.1%-8.9pp | 68.3%-2.1pp |
| Annual return | 15.89% | 29.48%-13.6pp | 181.32%-165.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,143 | $3,113-31.2% | $3,754-42.9% | $2,631-18.6% |
| Participant deferral / active EE | $3,407 | $4,056-16.0% | $5,116-33.4% | $4,212-19.1% |
| Admin fee / account holder | $4,855 | $7,222-32.8% | $8,919-45.6% | $7,344-33.9% |