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 | $60,179 | $72,277-16.7% | $101,248-40.6% | $79,858-24.6% |
| Participation rate | 48.3% | 68.5%-20.2pp | 75.8%-27.5pp | 69.6%-21.4pp |
| Annual return | 34.34% | 22.30%+12.0pp | 46.47%-12.1pp | 31.71%+2.6pp |
| Employer contribution / active EE | $954 | $2,692-64.5% | $3,660-73.9% | $2,471-61.4% |
| Participant deferral / active EE | $3,094 | $3,282-5.7% | $4,370-29.2% | $3,740-17.3% |
| Admin fee / account holder | $820 | $4,400-81.4% | $5,945-86.2% | $5,306-84.5% |