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 | $71,710 | $86,929-17.5% | $102,423-30.0% | $80,856-11.3% |
| Participation rate | 37.3% | 72.4%-35.1pp | 76.5%-39.2pp | 67.6%-30.3pp |
| Annual return | 16.31% | 18.88%-2.6pp | 29.32%-13.0pp | 35.59%-19.3pp |
| Employer contribution / active EE | $1,197 | $2,369-49.5% | $3,023-60.4% | $2,755-56.5% |
| Participant deferral / active EE | $2,287 | $4,118-44.5% | $5,053-54.7% | $4,296-46.8% |
| Admin fee / account holder | $6,276 | $8,049-22.0% | $9,451-33.6% | $6,918-9.3% |