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 | $46,888 | $95,803-51.1% | $113,168-58.6% | $84,808-44.7% |
| Participation rate | 58.0% | 72.9%-14.9pp | 76.6%-18.6pp | 68.3%-10.3pp |
| Annual return | 17.56% | 25.00%-7.4pp | 24.27%-6.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $1,251 | $2,360-47.0% | $2,975-57.9% | $2,631-52.4% |
| Participant deferral / active EE | $2,555 | $4,242-39.8% | $5,107-50.0% | $4,212-39.3% |
| Admin fee / account holder | $2,673 | $8,989-70.3% | $12,068-77.8% | $7,344-63.6% |