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 | $26,882 | $54,762-50.9% | $90,281-70.2% | $72,985-63.2% |
| Participation rate | 56.9% | 65.1%-8.2pp | 73.3%-16.3pp | 69.5%-12.5pp |
| Annual return | 21.13% | 30.63%-9.5pp | 78.10%-57.0pp | 81.00%-59.9pp |
| Employer contribution / active EE | $1,062 | $2,092-49.3% | $2,854-62.8% | $2,440-56.5% |
| Participant deferral / active EE | $1,412 | $2,887-51.1% | $3,885-63.7% | $3,607-60.9% |
| Admin fee / account holder | $4,423 | $3,972+11.3% | $5,351-17.4% | $5,124-13.7% |