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 | $29,394 | $41,377-29.0% | $109,313-73.1% | $62,891-53.3% |
| Participation rate | 47.1% | 57.5%-10.4pp | 71.3%-24.1pp | 69.3%-22.2pp |
| Annual return | 16.05% | 11.05%+5.0pp | 22.07%-6.0pp | 20.14%-4.1pp |
| Employer contribution / active EE | $1,255 | $1,276-1.6% | $3,892-67.8% | $2,281-45.0% |
| Participant deferral / active EE | $1,780 | $2,045-12.9% | $3,166-43.8% | $3,203-44.4% |
| Admin fee / account holder | $2,535 | $2,884-12.1% | $5,666-55.3% | $4,296-41.0% |