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 | $40,264 | $43,075-6.5% | $74,583-46.0% | $62,891-36.0% |
| Participation rate | 25.6% | 58.1%-32.4pp | 68.1%-42.5pp | 69.3%-43.7pp |
| Annual return | 9.60% | 17.50%-7.9pp | 20.47%-10.9pp | 20.14%-10.5pp |
| Employer contribution / active EE | $1,247 | $1,498-16.8% | $2,525-50.6% | $2,281-45.3% |
| Participant deferral / active EE | $1,314 | $2,389-45.0% | $3,458-62.0% | $3,203-59.0% |
| Admin fee / account holder | $589 | $2,840-79.3% | $4,138-85.8% | $4,296-86.3% |