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 | $42,750 | $49,915-14.4% | $154,803-72.4% | $74,304-42.5% |
| Participation rate | 33.6% | 54.0%-20.4pp | 78.1%-44.5pp | 60.3%-26.8pp |
| Annual return | 46.33% | 34.06%+12.3pp | 58.88%-12.6pp | 29.43%+16.9pp |
| Employer contribution / active EE | $978 | $1,611-39.3% | $4,305-77.3% | $2,241-56.4% |
| Participant deferral / active EE | $2,236 | $2,255-0.8% | $5,540-59.6% | $3,767-40.6% |
| Admin fee / account holder | $9,327 | $2,189+326.1% | $14,329-34.9% | $2,969+214.2% |