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 | $41,553 | $72,277-42.5% | $101,248-59.0% | $79,858-48.0% |
| Participation rate | 42.3% | 68.5%-26.2pp | 75.8%-33.5pp | 69.6%-27.3pp |
| Annual return | 13.53% | 22.30%-8.8pp | 46.47%-32.9pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,535 | $2,692-43.0% | $3,660-58.0% | $2,471-37.9% |
| Participant deferral / active EE | $2,498 | $3,282-23.9% | $4,370-42.8% | $3,740-33.2% |
| Admin fee / account holder | $3,486 | $4,400-20.8% | $5,945-41.4% | $5,306-34.3% |