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 | $35,353 | $58,512-39.6% | $84,015-57.9% | $72,985-51.6% |
| Participation rate | 46.7% | 61.2%-14.6pp | 69.0%-22.3pp | 69.5%-22.8pp |
| Annual return | 24.23% | 28.93%-4.7pp | 71.31%-47.1pp | 81.00%-56.8pp |
| Employer contribution / active EE | $1,004 | $1,163-13.7% | $1,983-49.4% | $2,440-58.9% |
| Participant deferral / active EE | $3,511 | $2,394+46.7% | $3,239+8.4% | $3,607-2.7% |
| Admin fee / account holder | $1,450 | $4,569-68.3% | $6,101-76.2% | $5,124-71.7% |