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 | $43,785 | $72,277-39.4% | $101,248-56.8% | $79,858-45.2% |
| Participation rate | 42.3% | 68.5%-26.2pp | 75.8%-33.5pp | 69.6%-27.3pp |
| Annual return | 16.43% | 22.30%-5.9pp | 46.47%-30.0pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,269 | $2,692-52.8% | $3,660-65.3% | $2,471-48.6% |
| Participant deferral / active EE | $2,104 | $3,282-35.9% | $4,370-51.9% | $3,740-43.8% |
| Admin fee / account holder | $1,011 | $4,400-77.0% | $5,945-83.0% | $5,306-81.0% |