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 | $31,397 | $63,764-50.8% | $81,930-61.7% | $79,858-60.7% |
| Participation rate | 61.4% | 67.5%-6.1pp | 72.0%-10.6pp | 69.6%-8.3pp |
| Annual return | 10.12% | 22.66%-12.5pp | 29.49%-19.4pp | 31.71%-21.6pp |
| Employer contribution / active EE | $1,227 | $1,795-31.6% | $4,310-71.5% | $2,471-50.3% |
| Participant deferral / active EE | $2,873 | $2,780+3.3% | $7,107-59.6% | $3,740-23.2% |
| Admin fee / account holder | $1,927 | $4,426-56.5% | $5,158-62.6% | $5,306-63.7% |