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 | $67,894-36.5% | $89,340-51.7% | $82,448-47.7% |
| Participation rate | 51.4% | 64.0%-12.6pp | 69.6%-18.1pp | 68.1%-16.6pp |
| Annual return | 16.22% | 19.21%-3.0pp | 20.57%-4.4pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,039 | $1,828-43.2% | $2,231-53.4% | $2,551-59.3% |
| Participant deferral / active EE | $1,750 | $3,072-43.0% | $3,823-54.2% | $4,139-57.7% |
| Admin fee / account holder | $398 | $5,723-93.0% | $6,704-94.1% | $7,234-94.5% |