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 | $19,294 | $55,706-65.4% | $75,886-74.6% | $72,985-73.6% |
| Participation rate | 66.7% | 61.1%+5.5pp | 69.3%-2.6pp | 69.5%-2.8pp |
| Annual return | 25.31% | 27.59%-2.3pp | 30.76%-5.4pp | 81.00%-55.7pp |
| Employer contribution / active EE | $1,524 | $1,687-9.6% | $2,500-39.0% | $2,440-37.5% |
| Participant deferral / active EE | $2,293 | $2,634-12.9% | $3,603-36.4% | $3,607-36.4% |
| Admin fee / account holder | $976 | $3,978-75.5% | $5,418-82.0% | $5,124-80.9% |