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 | $36,486 | $65,365-44.2% | $92,893-60.7% | $72,985-50.0% |
| Participation rate | 47.2% | 68.3%-21.1pp | 76.0%-28.8pp | 69.5%-22.3pp |
| Annual return | 17.69% | 42.10%-24.4pp | 109.41%-91.7pp | 81.00%-63.3pp |
| Employer contribution / active EE | $1,097 | $2,594-57.7% | $3,653-70.0% | $2,440-55.0% |
| Participant deferral / active EE | $2,873 | $3,128-8.2% | $4,236-32.2% | $3,607-20.4% |
| Admin fee / account holder | $1,248 | $4,251-70.7% | $5,794-78.5% | $5,124-75.7% |