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 | $38,942 | $77,634-49.8% | $156,549-75.1% | $62,891-38.1% |
| Participation rate | 65.1% | 71.2%-6.1pp | 84.0%-18.9pp | 69.3%-4.2pp |
| Annual return | 9.64% | 50.32%-40.7pp | 32.23%-22.6pp | 20.14%-10.5pp |
| Employer contribution / active EE | $1,696 | $3,444-50.7% | $5,501-69.2% | $2,281-25.6% |
| Participant deferral / active EE | $3,062 | $3,045+0.6% | $4,871-37.1% | $3,203-4.4% |
| Admin fee / account holder | $3,383 | $5,561-39.2% | $13,027-74.0% | $4,296-21.2% |