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 | $29,389 | $55,706-47.2% | $75,886-61.3% | $72,985-59.7% |
| Participation rate | 51.6% | 61.1%-9.5pp | 69.3%-17.7pp | 69.5%-17.9pp |
| Annual return | 23.82% | 27.59%-3.8pp | 30.76%-6.9pp | 81.00%-57.2pp |
| Employer contribution / active EE | $1,402 | $1,687-16.9% | $2,500-43.9% | $2,440-42.5% |
| Participant deferral / active EE | $2,872 | $2,634+9.1% | $3,603-20.3% | $3,607-20.4% |
| Admin fee / account holder | $3,527 | $3,978-11.3% | $5,418-34.9% | $5,124-31.2% |