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 | $34,411 | $58,512-41.2% | $84,015-59.0% | $72,985-52.9% |
| Participation rate | 56.3% | 61.2%-5.0pp | 69.0%-12.8pp | 69.5%-13.2pp |
| Annual return | 18.53% | 28.93%-10.4pp | 71.31%-52.8pp | 81.00%-62.5pp |
| Employer contribution / active EE | $1,160 | $1,163-0.2% | $1,983-41.5% | $2,440-52.4% |
| Participant deferral / active EE | $3,225 | $2,394+34.7% | $3,239-0.4% | $3,607-10.6% |
| Admin fee / account holder | $7,036 | $4,569+54.0% | $6,101+15.3% | $5,124+37.3% |