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 | $36,015 | $71,516-49.6% | $98,439-63.4% | $71,457-49.6% |
| Participation rate | 67.7% | 72.7%-5.0pp | 75.2%-7.4pp | 67.9%-0.2pp |
| Annual return | 15.75% | 32.41%-16.7pp | 21.16%-5.4pp | 28.85%-13.1pp |
| Employer contribution / active EE | $1,455 | $2,399-39.4% | $3,048-52.3% | $2,588-43.8% |
| Participant deferral / active EE | $3,400 | $4,109-17.2% | $4,738-28.2% | $4,289-20.7% |
| Admin fee / account holder | $1,413 | $1,675-15.7% | $8,948-84.2% | $1,587-11.0% |