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 | $50,510 | $58,523-13.7% | $99,443-49.2% | $72,985-30.8% |
| Participation rate | 37.1% | 64.6%-27.5pp | 73.8%-36.7pp | 69.5%-32.3pp |
| Annual return | 19.57% | 28.51%-8.9pp | 30.72%-11.2pp | 81.00%-61.4pp |
| Employer contribution / active EE | $1,014 | $1,512-33.0% | $2,540-60.1% | $2,440-58.5% |
| Participant deferral / active EE | $1,916 | $2,606-26.5% | $3,619-47.1% | $3,607-46.9% |
| Admin fee / account holder | $4,589 | $4,102+11.9% | $6,250-26.6% | $5,124-10.5% |