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 | $48,483 | $73,787-34.3% | $98,716-50.9% | $82,448-41.2% |
| Participation rate | 52.4% | 61.4%-9.0pp | 69.3%-16.9pp | 68.1%-15.7pp |
| Annual return | 13.81% | 18.57%-4.8pp | 31.81%-18.0pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,153 | $1,511-23.7% | $2,279-49.4% | $2,551-54.8% |
| Participant deferral / active EE | $2,303 | $3,081-25.3% | $4,048-43.1% | $4,139-44.4% |
| Admin fee / account holder | $6,181 | $6,500-4.9% | $8,703-29.0% | $7,234-14.6% |