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 | $47,231 | $59,839-21.1% | $81,983-42.4% | $79,858-40.9% |
| Participation rate | 43.0% | 61.6%-18.6pp | 69.2%-26.2pp | 69.6%-26.6pp |
| Annual return | 17.11% | 17.56%-0.4pp | 41.31%-24.2pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,007 | $1,713-41.2% | $2,498-59.7% | $2,471-59.2% |
| Participant deferral / active EE | $1,919 | $2,695-28.8% | $3,722-48.4% | $3,740-48.7% |
| Admin fee / account holder | $4,631 | $4,287+8.0% | $5,664-18.2% | $5,306-12.7% |