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 | $44,272 | $72,277-38.7% | $101,248-56.3% | $79,858-44.6% |
| Participation rate | 42.1% | 68.5%-26.4pp | 75.8%-33.7pp | 69.6%-27.5pp |
| Annual return | 16.14% | 22.30%-6.2pp | 46.47%-30.3pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,350 | $2,692-49.8% | $3,660-63.1% | $2,471-45.4% |
| Participant deferral / active EE | $2,383 | $3,282-27.4% | $4,370-45.5% | $3,740-36.3% |
| Admin fee / account holder | $8,588 | $4,400+95.2% | $5,945+44.4% | $5,306+61.9% |