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 | $32,997 | $56,897-42.0% | $84,750-61.1% | $62,891-47.5% |
| Participation rate | 59.7% | 68.5%-8.8pp | 76.6%-16.9pp | 69.3%-9.6pp |
| Annual return | 11.06% | 6.30%+4.8pp | 22.78%-11.7pp | 20.14%-9.1pp |
| Employer contribution / active EE | $1,413 | $2,400-41.1% | $3,574-60.5% | $2,281-38.0% |
| Participant deferral / active EE | $2,127 | $2,709-21.5% | $3,712-42.7% | $3,203-33.6% |
| Admin fee / account holder | $2,790 | $3,581-22.1% | $5,332-47.7% | $4,296-35.0% |