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 | $41,862 | $87,733-52.3% | $106,548-60.7% | $85,850-51.2% |
| Participation rate | 58.2% | 71.9%-13.7pp | 76.1%-17.9pp | 69.3%-11.1pp |
| Annual return | 16.69% | 21.86%-5.2pp | 26.80%-10.1pp | 318.53%-301.8pp |
| Employer contribution / active EE | $1,688 | $2,073-18.6% | $2,819-40.1% | $2,565-34.2% |
| Participant deferral / active EE | $3,869 | $3,469+11.5% | $4,398-12.0% | $3,952-2.1% |
| Admin fee / account holder | $12,891 | $6,767+90.5% | $7,407+74.0% | $6,260+105.9% |