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 | $49,227 | $68,914-28.6% | $136,749-64.0% | $74,304-33.7% |
| Participation rate | 35.2% | 51.3%-16.1pp | 72.1%-36.9pp | 60.3%-25.1pp |
| Annual return | 14.97% | 16.34%-1.4pp | 24.33%-9.4pp | 29.43%-14.5pp |
| Employer contribution / active EE | $1,005 | $1,561-35.6% | $3,400-70.4% | $2,241-55.1% |
| Participant deferral / active EE | $1,836 | $2,541-27.7% | $4,692-60.9% | $3,767-51.3% |
| Admin fee / account holder | $7,750 | $3,149+146.1% | $11,386-31.9% | $2,969+161.0% |