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 | $41,036 | $71,516-42.6% | $98,439-58.3% | $71,457-42.6% |
| Participation rate | 44.7% | 72.7%-28.0pp | 75.2%-30.4pp | 67.9%-23.2pp |
| Annual return | 17.28% | 32.41%-15.1pp | 21.16%-3.9pp | 28.85%-11.6pp |
| Employer contribution / active EE | $1,093 | $2,399-54.4% | $3,048-64.1% | $2,588-57.7% |
| Participant deferral / active EE | $2,492 | $4,109-39.3% | $4,738-47.4% | $4,289-41.9% |
| Admin fee / account holder | $630 | $1,675-62.4% | $8,948-93.0% | $1,587-60.3% |