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 | $61,601 | $81,460-24.4% | $103,333-40.4% | $80,856-23.8% |
| Participation rate | 48.4% | 66.8%-18.4pp | 74.5%-26.1pp | 67.6%-19.2pp |
| Annual return | 10.92% | 25.55%-14.6pp | 24.88%-14.0pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,438 | $3,105-53.7% | $3,868-62.8% | $2,755-47.8% |
| Participant deferral / active EE | $2,597 | $3,869-32.9% | $5,057-48.7% | $4,296-39.5% |
| Admin fee / account holder | $1,232 | $6,566-81.2% | $8,355-85.3% | $6,918-82.2% |