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 | $43,306 | $138,347-68.7% | $184,203-76.5% | $80,856-46.4% |
| Participation rate | 66.3% | 83.9%-17.6pp | 86.8%-20.6pp | 67.6%-1.4pp |
| Annual return | 17.85% | 20.02%-2.2pp | 28.81%-11.0pp | 35.59%-17.7pp |
| Employer contribution / active EE | $2,495 | $4,850-48.6% | $6,427-61.2% | $2,755-9.4% |
| Participant deferral / active EE | $5,840 | $7,071-17.4% | $9,131-36.0% | $4,296+35.9% |
| Admin fee / account holder | $1,923 | $10,483-81.7% | $13,901-86.2% | $6,918-72.2% |