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 | $50,440 | $65,246-22.7% | $98,716-48.9% | $67,986-25.8% |
| Participation rate | 28.6% | 51.4%-22.9pp | 69.3%-40.7pp | 57.2%-28.6pp |
| Annual return | 14.40% | 20.58%-6.2pp | 31.81%-17.4pp | 31.67%-17.3pp |
| Employer contribution / active EE | $842 | $1,042-19.2% | $2,279-63.0% | $2,019-58.3% |
| Participant deferral / active EE | $1,839 | $2,594-29.1% | $4,048-54.6% | $3,358-45.2% |
| Admin fee / account holder | $6,582 | $4,561+44.3% | $8,703-24.4% | $3,203+105.5% |