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 | $57,634 | $51,638+11.6% | $68,368-15.7% | $82,448-30.1% |
| Participation rate | 45.9% | 63.6%-17.7pp | 73.8%-27.8pp | 68.1%-22.2pp |
| Annual return | 17.58% | 37.53%-20.0pp | 292.57%-275.0pp | 41.64%-24.1pp |
| Employer contribution / active EE | $757 | $2,047-63.0% | $2,649-71.4% | $2,551-70.3% |
| Participant deferral / active EE | $2,179 | $2,914-25.2% | $4,123-47.1% | $4,139-47.4% |
| Admin fee / account holder | $3,463 | $4,643-25.4% | $5,150-32.8% | $7,234-52.1% |