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 | $37,913 | $55,706-31.9% | $75,886-50.0% | $72,985-48.1% |
| Participation rate | 51.4% | 61.1%-9.8pp | 69.3%-17.9pp | 69.5%-18.1pp |
| Annual return | 20.53% | 27.59%-7.1pp | 30.76%-10.2pp | 81.00%-60.5pp |
| Employer contribution / active EE | $1,044 | $1,687-38.1% | $2,500-58.3% | $2,440-57.2% |
| Participant deferral / active EE | $2,173 | $2,634-17.5% | $3,603-39.7% | $3,607-39.8% |
| Admin fee / account holder | $2,343 | $3,978-41.1% | $5,418-56.8% | $5,124-54.3% |