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 | $47,603 | $95,803-50.3% | $113,168-57.9% | $84,808-43.9% |
| Participation rate | 60.2% | 72.9%-12.6pp | 76.6%-16.3pp | 68.3%-8.1pp |
| Annual return | 14.59% | 25.00%-10.4pp | 24.27%-9.7pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,444 | $2,360-38.8% | $2,975-51.5% | $2,631-45.1% |
| Participant deferral / active EE | $2,592 | $4,242-38.9% | $5,107-49.2% | $4,212-38.5% |
| Admin fee / account holder | $7,787 | $8,989-13.4% | $12,068-35.5% | $7,344+6.0% |