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 | $43,109 | $68,719-37.3% | $91,541-52.9% | $84,808-49.2% |
| Participation rate | 51.4% | 64.5%-13.1pp | 69.8%-18.3pp | 68.3%-16.9pp |
| Annual return | 16.22% | 19.12%-2.9pp | 20.50%-4.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,039 | $1,920-45.9% | $2,505-58.5% | $2,631-60.5% |
| Participant deferral / active EE | $1,750 | $3,136-44.2% | $4,008-56.3% | $4,212-58.4% |
| Admin fee / account holder | $398 | $5,786-93.1% | $6,956-94.3% | $7,344-94.6% |