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 | $36,553 | $56,277-35.0% | $80,975-54.9% | $62,891-41.9% |
| Participation rate | 60.2% | 69.0%-8.7pp | 75.8%-15.6pp | 69.3%-9.1pp |
| Annual return | 7.15% | 22.12%-15.0pp | 17.10%-10.0pp | 20.14%-13.0pp |
| Employer contribution / active EE | $941 | $1,943-51.6% | $3,714-74.7% | $2,281-58.7% |
| Participant deferral / active EE | $2,023 | $4,195-51.8% | $5,696-64.5% | $3,203-36.8% |
| Admin fee / account holder | $4,426 | $3,741+18.3% | $5,516-19.8% | $4,296+3.0% |