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 | $52,655 | $65,365-19.4% | $92,893-43.3% | $72,985-27.9% |
| Participation rate | 26.7% | 68.3%-41.6pp | 76.0%-49.3pp | 69.5%-42.8pp |
| Annual return | 25.99% | 42.10%-16.1pp | 109.41%-83.4pp | 81.00%-55.0pp |
| Employer contribution / active EE | $1,799 | $2,594-30.7% | $3,653-50.8% | $2,440-26.3% |
| Participant deferral / active EE | $3,465 | $3,128+10.8% | $4,236-18.2% | $3,607-3.9% |
| Admin fee / account holder | $3,263 | $4,251-23.2% | $5,794-43.7% | $5,124-36.3% |