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 | $37,272 | $77,523-51.9% | $100,383-62.9% | $80,874-53.9% |
| Participation rate | 62.9% | 77.0%-14.1pp | 81.5%-18.6pp | 67.6%-4.8pp |
| Annual return | 12.40% | 37.21%-24.8pp | 49.26%-36.9pp | 35.62%-23.2pp |
| Employer contribution / active EE | $2,357 | $2,801-15.9% | $3,944-40.2% | $2,756-14.5% |
| Participant deferral / active EE | $6,636 | $6,822-2.7% | $8,086-17.9% | $4,297+54.4% |
| Admin fee / account holder | $40,612 | $5,899+588.5% | $7,900+414.1% | $6,935+485.6% |