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 | $35,095 | $78,422-55.2% | $95,952-63.4% | $79,858-56.1% |
| Participation rate | 59.7% | 73.5%-13.7pp | 77.1%-17.3pp | 69.6%-9.9pp |
| Annual return | 10.24% | 19.37%-9.1pp | 91.61%-81.4pp | 31.71%-21.5pp |
| Employer contribution / active EE | $1,183 | $1,945-39.2% | $2,541-53.4% | $2,471-52.1% |
| Participant deferral / active EE | $2,229 | $3,440-35.2% | $4,167-46.5% | $3,740-40.4% |
| Admin fee / account holder | $5,265 | $5,622-6.4% | $6,795-22.5% | $5,306-0.8% |