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 | $47,637 | $76,367-37.6% | $93,606-49.1% | $72,985-34.7% |
| Participation rate | 50.7% | 71.7%-21.0pp | 75.8%-25.1pp | 69.5%-18.8pp |
| Annual return | 21.48% | 25.82%-4.3pp | 32.76%-11.3pp | 81.00%-59.5pp |
| Employer contribution / active EE | $1,230 | $2,275-45.9% | $2,718-54.7% | $2,440-49.6% |
| Participant deferral / active EE | $2,090 | $3,538-40.9% | $4,069-48.6% | $3,607-42.1% |
| Admin fee / account holder | $1,079 | $6,838-84.2% | $7,888-86.3% | $5,124-78.9% |