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 | $43,121 | $49,915-13.6% | $154,803-72.1% | $74,304-42.0% |
| Participation rate | 46.8% | 54.0%-7.2pp | 78.1%-31.3pp | 60.3%-13.6pp |
| Annual return | 15.23% | 34.06%-18.8pp | 58.88%-43.6pp | 29.43%-14.2pp |
| Employer contribution / active EE | $674 | $1,611-58.2% | $4,305-84.4% | $2,241-69.9% |
| Participant deferral / active EE | $2,388 | $2,255+5.9% | $5,540-56.9% | $3,767-36.6% |
| Admin fee / account holder | $542 | $2,189-75.2% | $14,329-96.2% | $2,969-81.7% |