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 | $56,704 | $67,606-16.1% | $82,313-31.1% | $70,131-19.1% |
| Participation rate | 37.8% | 72.8%-35.0pp | 76.9%-39.1pp | 69.5%-31.8pp |
| Annual return | 14.79% | 21.57%-6.8pp | 25.88%-11.1pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,163 | $1,755-33.7% | $2,428-52.1% | $2,342-50.4% |
| Participant deferral / active EE | $2,148 | $2,987-28.1% | $3,706-42.0% | $3,332-35.5% |
| Admin fee / account holder | $2,890 | $4,512-36.0% | $5,608-48.5% | $4,645-37.8% |