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 | $39,084 | $52,279-25.2% | $89,391-56.3% | $79,858-51.1% |
| Participation rate | 56.0% | 57.5%-1.5pp | 68.0%-12.0pp | 69.6%-13.6pp |
| Annual return | 18.15% | 22.16%-4.0pp | 245.62%-227.5pp | 31.71%-13.6pp |
| Employer contribution / active EE | $1,228 | $1,572-21.8% | $2,586-52.5% | $2,471-50.3% |
| Participant deferral / active EE | $2,044 | $2,740-25.4% | $3,890-47.5% | $3,740-45.4% |
| Admin fee / account holder | $3,025 | $3,356-9.9% | $4,881-38.0% | $5,306-43.0% |