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 | $46,073 | $67,606-31.9% | $82,313-44.0% | $70,131-34.3% |
| Participation rate | 53.5% | 72.8%-19.3pp | 76.9%-23.4pp | 69.5%-16.1pp |
| Annual return | 18.83% | 21.57%-2.7pp | 25.88%-7.0pp | 73.14%-54.3pp |
| Employer contribution / active EE | $1,452 | $1,755-17.3% | $2,428-40.2% | $2,342-38.0% |
| Participant deferral / active EE | $2,563 | $2,987-14.2% | $3,706-30.8% | $3,332-23.1% |
| Admin fee / account holder | $325 | $4,512-92.8% | $5,608-94.2% | $4,645-93.0% |