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 | $50,793 | $86,929-41.6% | $102,423-50.4% | $80,856-37.2% |
| Participation rate | 63.2% | 72.4%-9.1pp | 76.5%-13.3pp | 67.6%-4.4pp |
| Annual return | 15.48% | 18.88%-3.4pp | 29.32%-13.8pp | 35.59%-20.1pp |
| Employer contribution / active EE | $817 | $2,369-65.5% | $3,023-73.0% | $2,755-70.3% |
| Participant deferral / active EE | $2,580 | $4,118-37.3% | $5,053-48.9% | $4,296-39.9% |
| Admin fee / account holder | $3,611 | $8,049-55.1% | $9,451-61.8% | $6,918-47.8% |