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 | $47,832 | $53,777-11.1% | $134,143-64.3% | $79,858-40.1% |
| Participation rate | 48.9% | 58.8%-9.8pp | 72.2%-23.2pp | 69.6%-20.7pp |
| Annual return | 16.46% | 19.01%-2.5pp | 36.33%-19.9pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,207 | $1,321-8.6% | $3,704-67.4% | $2,471-51.1% |
| Participant deferral / active EE | $1,722 | $2,420-28.9% | $3,499-50.8% | $3,740-54.0% |
| Admin fee / account holder | $9,577 | $3,984+140.4% | $6,684+43.3% | $5,306+80.5% |