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 | $47,089 | $76,407-38.4% | $150,298-68.7% | $82,448-42.9% |
| Participation rate | 28.1% | 66.4%-38.3pp | 77.8%-49.6pp | 68.1%-39.9pp |
| Annual return | 18.12% | 39.99%-21.9pp | 62.79%-44.7pp | 41.64%-23.5pp |
| Employer contribution / active EE | $860 | $2,614-67.1% | $4,154-79.3% | $2,551-66.3% |
| Participant deferral / active EE | $1,133 | $3,214-64.8% | $5,453-79.2% | $4,139-72.6% |
| Admin fee / account holder | $5,993 | $6,352-5.7% | $14,116-57.5% | $7,234-17.2% |