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 | $43,647 | $65,376-33.2% | $87,100-49.9% | $65,185-33.0% |
| Participation rate | 56.3% | 75.3%-19.0pp | 76.9%-20.6pp | 70.2%-13.9pp |
| Annual return | 24.53% | 31.27%-6.7pp | 28.19%-3.7pp | 29.38%-4.9pp |
| Employer contribution / active EE | $1,294 | $1,822-29.0% | $2,521-48.7% | $2,177-40.6% |
| Participant deferral / active EE | $1,961 | $3,388-42.1% | $4,049-51.6% | $3,514-44.2% |
| Admin fee / account holder | $2,080 | $520+300.2% | $7,497-72.3% | $847+145.5% |