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 | $74,694 | $95,453-21.7% | $112,040-33.3% | $82,448-9.4% |
| Participation rate | 45.0% | 72.8%-27.8pp | 76.5%-31.5pp | 68.1%-23.1pp |
| Annual return | 16.21% | 23.92%-7.7pp | 24.52%-8.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,378 | $2,318-40.6% | $2,954-53.4% | $2,551-46.0% |
| Participant deferral / active EE | $2,583 | $4,224-38.9% | $5,098-49.3% | $4,139-37.6% |
| Admin fee / account holder | $559 | $9,013-93.8% | $12,098-95.4% | $7,234-92.3% |