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 | $31,095 | $49,227-36.8% | $70,449-55.9% | $79,858-61.1% |
| Participation rate | 56.4% | 69.2%-12.8pp | 75.1%-18.6pp | 69.6%-13.2pp |
| Annual return | 18.66% | 30.06%-11.4pp | 109.03%-90.4pp | 31.71%-13.1pp |
| Employer contribution / active EE | $1,338 | $2,099-36.3% | $2,737-51.1% | $2,471-45.9% |
| Participant deferral / active EE | $3,010 | $2,768+8.7% | $3,709-18.8% | $3,740-19.5% |
| Admin fee / account holder | $1,706 | $2,878-40.7% | $3,845-55.6% | $5,306-67.8% |