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 | $43,473 | $56,110-22.5% | $94,993-54.2% | $70,131-38.0% |
| Participation rate | 57.1% | 65.0%-7.9pp | 73.9%-16.7pp | 69.5%-12.4pp |
| Annual return | 17.23% | 51.02%-33.8pp | 27.12%-9.9pp | 73.14%-55.9pp |
| Employer contribution / active EE | $693 | $1,442-52.0% | $2,603-73.4% | $2,342-70.4% |
| Participant deferral / active EE | $1,671 | $2,391-30.1% | $3,317-49.6% | $3,332-49.9% |
| Admin fee / account holder | $3,848 | $3,456+11.3% | $4,960-22.4% | $4,645-17.2% |