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 | $55,388 | $69,454-20.3% | $180,183-69.3% | $74,304-25.5% |
| Participation rate | 47.7% | 61.8%-14.1pp | 77.4%-29.7pp | 60.3%-12.6pp |
| Annual return | 16.38% | 25.86%-9.5pp | 27.86%-11.5pp | 29.43%-13.1pp |
| Employer contribution / active EE | $1,689 | $3,155-46.5% | $5,039-66.5% | $2,241-24.7% |
| Participant deferral / active EE | $2,470 | $4,662-47.0% | $6,822-63.8% | $3,767-34.4% |
| Admin fee / account holder | $4,306 | $3,036+41.8% | $19,975-78.4% | $2,969+45.0% |