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 | $44,712 | $72,277-38.1% | $101,248-55.8% | $79,858-44.0% |
| Participation rate | 51.9% | 68.5%-16.6pp | 75.8%-24.0pp | 69.6%-17.8pp |
| Annual return | 18.03% | 22.30%-4.3pp | 46.47%-28.4pp | 31.71%-13.7pp |
| Employer contribution / active EE | $984 | $2,692-63.4% | $3,660-73.1% | $2,471-60.2% |
| Participant deferral / active EE | $3,239 | $3,282-1.3% | $4,370-25.9% | $3,740-13.4% |
| Admin fee / account holder | $2,081 | $4,400-52.7% | $5,945-65.0% | $5,306-60.8% |