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 5-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 | $34,299 | $95,453-64.1% | $112,040-69.4% | $82,448-58.4% |
| Participation rate | 67.6% | 72.8%-5.1pp | 76.5%-8.8pp | 68.1%-0.4pp |
| Annual return | 14.44% | 23.92%-9.5pp | 24.52%-10.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $2,312 | $2,318-0.2% | $2,954-21.7% | $2,551-9.4% |
| Participant deferral / active EE | $4,044 | $4,224-4.3% | $5,098-20.7% | $4,139-2.3% |
| Admin fee / account holder | $6,283 | $9,013-30.3% | $12,098-48.1% | $7,234-13.2% |