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 | $43,627 | $54,762-20.3% | $90,281-51.7% | $72,985-40.2% |
| Participation rate | 59.7% | 65.1%-5.4pp | 73.3%-13.6pp | 69.5%-9.8pp |
| Annual return | 19.60% | 30.63%-11.0pp | 78.10%-58.5pp | 81.00%-61.4pp |
| Employer contribution / active EE | $464 | $2,092-77.8% | $2,854-83.8% | $2,440-81.0% |
| Participant deferral / active EE | $3,539 | $2,887+22.6% | $3,885-8.9% | $3,607-1.9% |
| Admin fee / account holder | $10,829 | $3,972+172.6% | $5,351+102.4% | $5,124+111.3% |