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 | $44,443 | $51,175-13.2% | $70,515-37.0% | $75,163-40.9% |
| Participation rate | 59.6% | 60.9%-1.4pp | 68.3%-8.8pp | 67.2%-7.6pp |
| Annual return | 17.13% | 30.02%-12.9pp | 32.77%-15.6pp | 160.62%-143.5pp |
| Employer contribution / active EE | $1,601 | $1,826-12.3% | $2,973-46.1% | $2,670-40.0% |
| Participant deferral / active EE | $3,230 | $2,849+13.4% | $4,567-29.3% | $4,125-21.7% |
| Admin fee / account holder | $2,022 | $4,091-50.6% | $6,412-68.5% | $5,651-64.2% |