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 | $58,782 | $81,446-27.8% | $103,374-43.1% | $80,874-27.3% |
| Participation rate | 49.2% | 66.9%-17.7pp | 74.5%-25.4pp | 67.6%-18.5pp |
| Annual return | 13.90% | 25.57%-11.7pp | 24.89%-11.0pp | 35.62%-21.7pp |
| Employer contribution / active EE | $1,377 | $3,107-55.7% | $3,869-64.4% | $2,756-50.0% |
| Participant deferral / active EE | $2,342 | $3,870-39.5% | $5,058-53.7% | $4,297-45.5% |
| Admin fee / account holder | $633 | $6,715-90.6% | $8,394-92.5% | $6,935-90.9% |