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 | $41,407 | $72,277-42.7% | $101,248-59.1% | $79,858-48.1% |
| Participation rate | 38.2% | 68.5%-30.3pp | 75.8%-37.6pp | 69.6%-31.5pp |
| Annual return | 14.06% | 22.30%-8.2pp | 46.47%-32.4pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,132 | $2,692-57.9% | $3,660-69.1% | $2,471-54.2% |
| Participant deferral / active EE | $2,076 | $3,282-36.7% | $4,370-52.5% | $3,740-44.5% |
| Admin fee / account holder | $3,641 | $4,400-17.3% | $5,945-38.8% | $5,306-31.4% |