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 | $51,429 | $72,277-28.8% | $101,248-49.2% | $79,858-35.6% |
| Participation rate | 54.5% | 68.5%-13.9pp | 75.8%-21.3pp | 69.6%-15.1pp |
| Annual return | 14.83% | 22.30%-7.5pp | 46.47%-31.6pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,368 | $2,692-49.2% | $3,660-62.6% | $2,471-44.6% |
| Participant deferral / active EE | $2,497 | $3,282-23.9% | $4,370-42.9% | $3,740-33.2% |
| Admin fee / account holder | $1,895 | $4,400-56.9% | $5,945-68.1% | $5,306-64.3% |