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 | $67,665 | $80,968-16.4% | $96,544-29.9% | $75,163-10.0% |
| Participation rate | 48.4% | 71.8%-23.4pp | 76.0%-27.6pp | 67.2%-18.8pp |
| Annual return | 16.03% | 27.06%-11.0pp | 25.84%-9.8pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,287 | $2,282-43.6% | $2,965-56.6% | $2,670-51.8% |
| Participant deferral / active EE | $2,241 | $3,928-42.9% | $4,851-53.8% | $4,125-45.7% |
| Admin fee / account holder | $7,726 | $6,724+14.9% | $8,252-6.4% | $5,651+36.7% |