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 | $57,312 | $61,605-7.0% | $112,229-48.9% | $75,163-23.7% |
| Participation rate | 52.6% | 61.7%-9.1pp | 72.4%-19.9pp | 67.2%-14.6pp |
| Annual return | 12.69% | 28.47%-15.8pp | 30.20%-17.5pp | 160.62%-147.9pp |
| Employer contribution / active EE | $1,634 | $2,015-18.9% | $3,430-52.4% | $2,670-38.8% |
| Participant deferral / active EE | $2,711 | $3,108-12.8% | $4,798-43.5% | $4,125-34.3% |
| Admin fee / account holder | $1,258 | $4,862-74.1% | $7,748-83.8% | $5,651-77.7% |