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 | $56,440 | $86,929-35.1% | $102,423-44.9% | $80,856-30.2% |
| Participation rate | 56.8% | 72.4%-15.6pp | 76.5%-19.7pp | 67.6%-10.8pp |
| Annual return | 11.46% | 18.88%-7.4pp | 29.32%-17.9pp | 35.59%-24.1pp |
| Employer contribution / active EE | $738 | $2,369-68.8% | $3,023-75.6% | $2,755-73.2% |
| Participant deferral / active EE | $1,892 | $4,118-54.1% | $5,053-62.6% | $4,296-56.0% |
| Admin fee / account holder | $3,237 | $8,049-59.8% | $9,451-65.7% | $6,918-53.2% |