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 | $42,174 | $82,882-49.1% | $127,761-67.0% | $72,985-42.2% |
| Participation rate | 42.1% | 71.5%-29.4pp | 79.0%-36.9pp | 69.5%-27.4pp |
| Annual return | 21.81% | 32.20%-10.4pp | 26.14%-4.3pp | 81.00%-59.2pp |
| Employer contribution / active EE | $2,073 | $3,346-38.1% | $4,574-54.7% | $2,440-15.1% |
| Participant deferral / active EE | $3,880 | $4,791-19.0% | $6,021-35.6% | $3,607+7.6% |
| Admin fee / account holder | $3,932 | $6,487-39.4% | $9,395-58.1% | $5,124-23.3% |