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 | $35,238 | $45,073-21.8% | $69,455-49.3% | $72,985-51.7% |
| Participation rate | 57.1% | 68.5%-11.4pp | 74.6%-17.5pp | 69.5%-12.3pp |
| Annual return | 5.98% | 22.65%-16.7pp | 28.97%-23.0pp | 81.00%-75.0pp |
| Employer contribution / active EE | $1,096 | $2,054-46.6% | $2,779-60.6% | $2,440-55.1% |
| Participant deferral / active EE | $3,678 | $2,602+41.4% | $3,535+4.0% | $3,607+2.0% |
| Admin fee / account holder | $361 | $3,056-88.2% | $3,839-90.6% | $5,124-93.0% |