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 | $40,856 | $58,627-30.3% | $76,735-46.8% | $82,448-50.4% |
| Participation rate | 42.9% | 63.2%-20.4pp | 69.5%-26.6pp | 68.1%-25.2pp |
| Annual return | 14.40% | 39.10%-24.7pp | 29.77%-15.4pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,087 | $1,729-37.2% | $2,454-55.7% | $2,551-57.4% |
| Participant deferral / active EE | $2,066 | $3,134-34.1% | $4,088-49.5% | $4,139-50.1% |
| Admin fee / account holder | $6,436 | $5,323+20.9% | $7,189-10.5% | $7,234-11.0% |