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 | $61,690 | $76,367-19.2% | $93,606-34.1% | $72,985-15.5% |
| Participation rate | 42.3% | 71.7%-29.4pp | 75.8%-33.5pp | 69.5%-27.2pp |
| Annual return | 24.01% | 25.82%-1.8pp | 32.76%-8.7pp | 81.00%-57.0pp |
| Employer contribution / active EE | $1,412 | $2,275-38.0% | $2,718-48.1% | $2,440-42.1% |
| Participant deferral / active EE | $3,060 | $3,538-13.5% | $4,069-24.8% | $3,607-15.2% |
| Admin fee / account holder | $515 | $6,838-92.5% | $7,888-93.5% | $5,124-89.9% |