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 | $27,539 | $82,523-66.6% | $115,752-76.2% | $70,131-60.7% |
| Participation rate | 46.6% | 74.0%-27.4pp | 77.8%-31.2pp | 69.5%-23.0pp |
| Annual return | 48.08% | 28.22%+19.9pp | 19.41%+28.7pp | 73.14%-25.1pp |
| Employer contribution / active EE | $1,572 | $2,758-43.0% | $3,492-55.0% | $2,342-32.9% |
| Participant deferral / active EE | $2,734 | $4,062-32.7% | $5,204-47.5% | $3,332-18.0% |
| Admin fee / account holder | $971 | $4,552-78.7% | $6,278-84.5% | $4,645-79.1% |