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 | $44,097 | $49,227-10.4% | $70,449-37.4% | $79,858-44.8% |
| Participation rate | 58.3% | 69.2%-10.8pp | 75.1%-16.7pp | 69.6%-11.3pp |
| Annual return | 14.19% | 30.06%-15.9pp | 109.03%-94.8pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,503 | $2,099-28.4% | $2,737-45.1% | $2,471-39.2% |
| Participant deferral / active EE | $2,692 | $2,768-2.7% | $3,709-27.4% | $3,740-28.0% |
| Admin fee / account holder | $4,324 | $2,878+50.2% | $3,845+12.4% | $5,306-18.5% |