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 | $45,378 | $59,101-23.2% | $77,163-41.2% | $75,163-39.6% |
| Participation rate | 58.8% | 63.9%-5.0pp | 69.6%-10.7pp | 67.2%-8.4pp |
| Annual return | 22.35% | 26.71%-4.4pp | 37.87%-15.5pp | 160.62%-138.3pp |
| Employer contribution / active EE | $1,820 | $1,995-8.8% | $2,535-28.2% | $2,670-31.8% |
| Participant deferral / active EE | $2,906 | $2,999-3.1% | $3,833-24.2% | $4,125-29.5% |
| Admin fee / account holder | $2,300 | $4,774-51.8% | $5,472-58.0% | $5,651-59.3% |