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 | $47,400 | $106,749-55.6% | $145,433-67.4% | $82,448-42.5% |
| Participation rate | 45.0% | 75.6%-30.6pp | 82.1%-37.1pp | 68.1%-23.1pp |
| Annual return | 25.66% | 27.59%-1.9pp | 66.58%-40.9pp | 41.64%-16.0pp |
| Employer contribution / active EE | $1,382 | $3,444-59.9% | $4,554-69.7% | $2,551-45.8% |
| Participant deferral / active EE | $2,621 | $6,519-59.8% | $7,897-66.8% | $4,139-36.7% |
| Admin fee / account holder | $5,386 | $8,390-35.8% | $13,129-59.0% | $7,234-25.5% |