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 | $20,039 | $65,365-69.3% | $92,893-78.4% | $72,985-72.5% |
| Participation rate | 58.0% | 68.3%-10.3pp | 76.0%-18.0pp | 69.5%-11.5pp |
| Annual return | 23.44% | 42.10%-18.7pp | 109.41%-86.0pp | 81.00%-57.6pp |
| Employer contribution / active EE | $1,800 | $2,594-30.6% | $3,653-50.7% | $2,440-26.2% |
| Participant deferral / active EE | $2,883 | $3,128-7.8% | $4,236-31.9% | $3,607-20.1% |
| Admin fee / account holder | $3,117 | $4,251-26.7% | $5,794-46.2% | $5,124-39.2% |