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 | $33,123 | $63,764-48.1% | $81,930-59.6% | $79,858-58.5% |
| Participation rate | 58.8% | 67.5%-8.8pp | 72.0%-13.2pp | 69.6%-10.9pp |
| Annual return | 17.31% | 22.66%-5.4pp | 29.49%-12.2pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,247 | $1,795-30.5% | $4,310-71.1% | $2,471-49.5% |
| Participant deferral / active EE | $2,165 | $2,780-22.1% | $7,107-69.5% | $3,740-42.1% |
| Admin fee / account holder | $2,727 | $4,426-38.4% | $5,158-47.1% | $5,306-48.6% |