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 | $49,512 | $58,512-15.4% | $84,015-41.1% | $72,985-32.2% |
| Participation rate | 52.9% | 61.2%-8.3pp | 69.0%-16.1pp | 69.5%-16.5pp |
| Annual return | 19.85% | 28.93%-9.1pp | 71.31%-51.5pp | 81.00%-61.1pp |
| Employer contribution / active EE | $797 | $1,163-31.5% | $1,983-59.8% | $2,440-67.3% |
| Participant deferral / active EE | $2,549 | $2,394+6.5% | $3,239-21.3% | $3,607-29.3% |
| Admin fee / account holder | $3,423 | $4,569-25.1% | $6,101-43.9% | $5,124-33.2% |