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 | $54,641 | $80,724-32.3% | $103,333-47.1% | $74,495-26.7% |
| Participation rate | 52.8% | 65.7%-12.9pp | 74.5%-21.7pp | 67.2%-14.4pp |
| Annual return | 15.95% | 27.56%-11.6pp | 24.88%-8.9pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $1,586 | $3,157-49.8% | $3,868-59.0% | $2,623-39.5% |
| Participant deferral / active EE | $3,030 | $3,860-21.5% | $5,057-40.1% | $4,346-30.3% |
| Admin fee / account holder | $2,388 | $2,368+0.8% | $8,355-71.4% | $1,942+23.0% |