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 | $36,567 | $77,634-52.9% | $156,549-76.6% | $62,891-41.9% |
| Participation rate | 63.5% | 71.2%-7.7pp | 84.0%-20.5pp | 69.3%-5.8pp |
| Annual return | 6.92% | 50.32%-43.4pp | 32.23%-25.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $2,844 | $3,444-17.4% | $5,501-48.3% | $2,281+24.7% |
| Participant deferral / active EE | $3,856 | $3,045+26.6% | $4,871-20.8% | $3,203+20.4% |
| Admin fee / account holder | $1,430 | $5,561-74.3% | $13,027-89.0% | $4,296-66.7% |