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 | $44,960 | $90,503-50.3% | $78,689-42.9% | $273,961-83.6% |
| Participation rate | 25.0% | 76.5%-51.5pp | 73.6%-48.6pp | 83.0%-58.0pp |
| Annual return | 3.07% | 75.60%-72.5pp | 62.18%-59.1pp | 41.45%-38.4pp |
| Employer contribution / active EE | $2,840 | $3,176-10.6% | $2,851-0.4% | $4,869-41.7% |
| Participant deferral / active EE | $2,840 | $3,901-27.2% | $3,517-19.3% | $5,287-46.3% |
| Admin fee / account holder | $754 | $5,263-85.7% | $4,510-83.3% | $10,132-92.6% |