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 | $48,158 | $58,851-18.2% | $115,157-58.2% | $72,985-34.0% |
| Participation rate | 38.2% | 65.5%-27.4pp | 75.9%-37.7pp | 69.5%-31.3pp |
| Annual return | 15.71% | 23.16%-7.4pp | 35.60%-19.9pp | 81.00%-65.3pp |
| Employer contribution / active EE | $744 | $1,798-58.6% | $3,179-76.6% | $2,440-69.5% |
| Participant deferral / active EE | $1,632 | $2,643-38.3% | $4,168-60.9% | $3,607-54.8% |
| Admin fee / account holder | $696 | $6,370-89.1% | $7,088-90.2% | $5,124-86.4% |