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 | $49,612 | $78,422-36.7% | $95,952-48.3% | $79,858-37.9% |
| Participation rate | 35.7% | 73.5%-37.8pp | 77.1%-41.4pp | 69.6%-33.9pp |
| Annual return | 15.90% | 19.37%-3.5pp | 91.61%-75.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $635 | $1,945-67.3% | $2,541-75.0% | $2,471-74.3% |
| Participant deferral / active EE | $1,637 | $3,440-52.4% | $4,167-60.7% | $3,740-56.2% |
| Admin fee / account holder | $3,440 | $5,622-38.8% | $6,795-49.4% | $5,306-35.2% |