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 | $47,380 | $65,376-27.5% | $87,100-45.6% | $65,185-27.3% |
| Participation rate | 50.5% | 75.3%-24.9pp | 76.9%-26.4pp | 70.2%-19.7pp |
| Annual return | 21.26% | 31.27%-10.0pp | 28.19%-6.9pp | 29.38%-8.1pp |
| Employer contribution / active EE | $1,178 | $1,822-35.3% | $2,521-53.3% | $2,177-45.9% |
| Participant deferral / active EE | $1,936 | $3,388-42.9% | $4,049-52.2% | $3,514-44.9% |
| Admin fee / account holder | $1,782 | $520+242.9% | $7,497-76.2% | $847+110.4% |