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 | $42,917 | $70,475-39.1% | $100,516-57.3% | $79,858-46.3% |
| Participation rate | 57.9% | 73.7%-15.8pp | 79.4%-21.5pp | 69.6%-11.7pp |
| Annual return | 20.18% | 21.90%-1.7pp | 30.89%-10.7pp | 31.71%-11.5pp |
| Employer contribution / active EE | $1,437 | $2,165-33.6% | $3,418-57.9% | $2,471-41.8% |
| Participant deferral / active EE | $4,214 | $5,181-18.7% | $6,270-32.8% | $3,740+12.7% |
| Admin fee / account holder | $3,645 | $4,478-18.6% | $8,081-54.9% | $5,306-31.3% |