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 | $49,738 | $63,764-22.0% | $81,930-39.3% | $79,858-37.7% |
| Participation rate | 59.7% | 67.5%-7.8pp | 72.0%-12.3pp | 69.6%-9.9pp |
| Annual return | 17.05% | 22.66%-5.6pp | 29.49%-12.4pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,039 | $1,795-42.1% | $4,310-75.9% | $2,471-57.9% |
| Participant deferral / active EE | $2,401 | $2,780-13.6% | $7,107-66.2% | $3,740-35.8% |
| Admin fee / account holder | $1,891 | $4,426-57.3% | $5,158-63.3% | $5,306-64.4% |