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 | $33,568 | $72,277-53.6% | $101,248-66.8% | $79,858-58.0% |
| Participation rate | 45.0% | 68.5%-23.5pp | 75.8%-30.8pp | 69.6%-24.6pp |
| Annual return | 18.52% | 22.30%-3.8pp | 46.47%-28.0pp | 31.71%-13.2pp |
| Employer contribution / active EE | $1,021 | $2,692-62.1% | $3,660-72.1% | $2,471-58.7% |
| Participant deferral / active EE | $2,770 | $3,282-15.6% | $4,370-36.6% | $3,740-25.9% |
| Admin fee / account holder | $2,316 | $4,400-47.4% | $5,945-61.0% | $5,306-56.3% |