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 | $43,448 | $72,277-39.9% | $101,248-57.1% | $79,858-45.6% |
| Participation rate | 45.3% | 68.5%-23.1pp | 75.8%-30.5pp | 69.6%-24.3pp |
| Annual return | 25.57% | 22.30%+3.3pp | 46.47%-20.9pp | 31.71%-6.1pp |
| Employer contribution / active EE | $1,546 | $2,692-42.6% | $3,660-57.8% | $2,471-37.4% |
| Participant deferral / active EE | $2,208 | $3,282-32.7% | $4,370-49.5% | $3,740-41.0% |
| Admin fee / account holder | $1,752 | $4,400-60.2% | $5,945-70.5% | $5,306-67.0% |