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 | $27,893 | $56,277-50.4% | $80,975-65.6% | $62,891-55.6% |
| Participation rate | 58.8% | 69.0%-10.1pp | 75.8%-17.0pp | 69.3%-10.5pp |
| Annual return | 6.62% | 22.12%-15.5pp | 17.10%-10.5pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,328 | $1,943-31.6% | $3,714-64.2% | $2,281-41.8% |
| Participant deferral / active EE | $2,657 | $4,195-36.7% | $5,696-53.4% | $3,203-17.1% |
| Admin fee / account holder | $1,961 | $3,741-47.6% | $5,516-64.5% | $4,296-54.4% |