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 | $33,397 | $47,848-30.2% | $81,478-59.0% | $70,131-52.4% |
| Participation rate | 51.0% | 58.3%-7.3pp | 68.0%-16.9pp | 69.5%-18.5pp |
| Annual return | 16.03% | 27.25%-11.2pp | 38.78%-22.7pp | 73.14%-57.1pp |
| Employer contribution / active EE | $1,093 | $1,527-28.4% | $2,568-57.4% | $2,342-53.3% |
| Participant deferral / active EE | $1,405 | $2,453-42.7% | $3,537-60.3% | $3,332-57.8% |
| Admin fee / account holder | $604 | $3,145-80.8% | $4,561-86.8% | $4,645-87.0% |