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 | $50,742 | $60,892-16.7% | $82,389-38.4% | $84,808-40.2% |
| Participation rate | 46.9% | 63.3%-16.4pp | 69.5%-22.7pp | 68.3%-21.4pp |
| Annual return | 16.03% | 37.29%-21.3pp | 28.67%-12.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,621 | $1,779-8.9% | $2,517-35.6% | $2,631-38.4% |
| Participant deferral / active EE | $2,720 | $3,179-14.4% | $4,155-34.5% | $4,212-35.4% |
| Admin fee / account holder | $4,687 | $5,467-14.3% | $7,231-35.2% | $7,344-36.2% |