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 | $34,138 | $65,395-47.8% | $182,532-81.3% | $72,985-53.2% |
| Participation rate | 32.8% | 65.4%-32.7pp | 78.0%-45.2pp | 69.5%-36.7pp |
| Annual return | 23.44% | 27.68%-4.2pp | 148.54%-125.1pp | 81.00%-57.6pp |
| Employer contribution / active EE | $1,170 | $1,911-38.8% | $4,076-71.3% | $2,440-52.0% |
| Participant deferral / active EE | $2,507 | $3,563-29.6% | $5,524-54.6% | $3,607-30.5% |
| Admin fee / account holder | $1,231 | $4,245-71.0% | $8,592-85.7% | $5,124-76.0% |