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 | $47,599 | $56,897-16.3% | $84,750-43.8% | $62,891-24.3% |
| Participation rate | 41.5% | 68.5%-27.0pp | 76.6%-35.1pp | 69.3%-27.8pp |
| Annual return | 6.16% | 6.30%-0.1pp | 22.78%-16.6pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,176 | $2,400-51.0% | $3,574-67.1% | $2,281-48.5% |
| Participant deferral / active EE | $2,585 | $2,709-4.6% | $3,712-30.3% | $3,203-19.3% |
| Admin fee / account holder | $4,945 | $3,581+38.1% | $5,332-7.3% | $4,296+15.1% |