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 | $44,478 | $65,561-32.2% | $91,541-51.4% | $74,304-40.1% |
| Participation rate | 40.6% | 56.6%-16.0pp | 69.8%-29.2pp | 60.3%-19.7pp |
| Annual return | 16.02% | 17.68%-1.7pp | 20.50%-4.5pp | 29.43%-13.4pp |
| Employer contribution / active EE | $1,253 | $1,717-27.0% | $2,505-50.0% | $2,241-44.1% |
| Participant deferral / active EE | $1,683 | $2,918-42.3% | $4,008-58.0% | $3,767-55.3% |
| Admin fee / account holder | $2,869 | $3,333-13.9% | $6,956-58.8% | $2,969-3.4% |