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 | $43,485 | $57,016-23.7% | $84,966-48.8% | $80,856-46.2% |
| Participation rate | 68.4% | 56.3%+12.1pp | 67.5%+0.9pp | 67.6%+0.8pp |
| Annual return | 14.81% | 21.66%-6.9pp | 66.38%-51.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $2,468 | $1,798+37.3% | $2,727-9.5% | $2,755-10.4% |
| Participant deferral / active EE | $4,106 | $3,110+32.1% | $4,519-9.1% | $4,296-4.4% |
| Admin fee / account holder | $2,060 | $4,980-58.6% | $6,149-66.5% | $6,918-70.2% |