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 | $61,101 | $78,926-22.6% | $136,749-55.3% | $84,808-28.0% |
| Participation rate | 42.2% | 62.2%-20.0pp | 72.1%-30.0pp | 68.3%-26.1pp |
| Annual return | 15.42% | 18.17%-2.8pp | 24.33%-8.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,122 | $2,134-47.4% | $3,400-67.0% | $2,631-57.4% |
| Participant deferral / active EE | $1,333 | $3,168-57.9% | $4,692-71.6% | $4,212-68.3% |
| Admin fee / account holder | $1,131 | $6,369-82.2% | $11,386-90.1% | $7,344-84.6% |