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 | $51,067 | $71,050-28.1% | $93,606-45.4% | $80,856-36.8% |
| Participation rate | 53.8% | 60.4%-6.6pp | 68.7%-14.9pp | 67.6%-13.8pp |
| Annual return | 18.30% | 11.26%+7.0pp | 133.20%-114.9pp | 35.59%-17.3pp |
| Employer contribution / active EE | $1,635 | $1,564+4.6% | $2,420-32.4% | $2,755-40.6% |
| Participant deferral / active EE | $3,642 | $4,034-9.7% | $4,411-17.4% | $4,296-15.2% |
| Admin fee / account holder | $4,443 | $6,945-36.0% | $8,285-46.4% | $6,918-35.8% |