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 | $44,190 | $77,899-43.3% | $149,673-70.5% | $75,163-41.2% |
| Participation rate | 69.7% | 65.6%+4.1pp | 78.8%-9.1pp | 67.2%+2.5pp |
| Annual return | 16.65% | 31.72%-15.1pp | 134.42%-117.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,203 | $3,137-61.6% | $4,818-75.0% | $2,670-54.9% |
| Participant deferral / active EE | $3,611 | $3,411+5.9% | $5,680-36.4% | $4,125-12.5% |
| Admin fee / account holder | $1,185 | $5,956-80.1% | $13,210-91.0% | $5,651-79.0% |