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 | $39,541 | $67,606-41.5% | $82,313-52.0% | $70,131-43.6% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.9pp |
| Annual return | 16.17% | 21.57%-5.4pp | 25.88%-9.7pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,639 | $1,755-6.6% | $2,428-32.5% | $2,342-30.0% |
| Participant deferral / active EE | $3,843 | $2,987+28.7% | $3,706+3.7% | $3,332+15.3% |
| Admin fee / account holder | $1,965 | $4,512-56.5% | $5,608-65.0% | $4,645-57.7% |