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 | $57,550 | $80,724-28.7% | $103,333-44.3% | $74,495-22.7% |
| Participation rate | 53.5% | 65.7%-12.2pp | 74.5%-21.0pp | 67.2%-13.7pp |
| Annual return | 12.49% | 27.56%-15.1pp | 24.88%-12.4pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $1,510 | $3,157-52.2% | $3,868-61.0% | $2,623-42.4% |
| Participant deferral / active EE | $2,526 | $3,860-34.6% | $5,057-50.0% | $4,346-41.9% |
| Admin fee / account holder | $4,189 | $2,368+76.9% | $8,355-49.9% | $1,942+115.7% |