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 | $50,299 | $72,277-30.4% | $101,248-50.3% | $79,858-37.0% |
| Participation rate | 45.2% | 68.5%-23.3pp | 75.8%-30.6pp | 69.6%-24.5pp |
| Annual return | 13.96% | 22.30%-8.3pp | 46.47%-32.5pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,135 | $2,692-57.8% | $3,660-69.0% | $2,471-54.1% |
| Participant deferral / active EE | $2,344 | $3,282-28.6% | $4,370-46.4% | $3,740-37.3% |
| Admin fee / account holder | $3,049 | $4,400-30.7% | $5,945-48.7% | $5,306-42.5% |