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 | $43,149 | $49,227-12.3% | $70,449-38.8% | $79,858-46.0% |
| Participation rate | 54.5% | 69.2%-14.6pp | 75.1%-20.5pp | 69.6%-15.1pp |
| Annual return | 12.87% | 30.06%-17.2pp | 109.03%-96.2pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,174 | $2,099-44.0% | $2,737-57.1% | $2,471-52.5% |
| Participant deferral / active EE | $1,494 | $2,768-46.0% | $3,709-59.7% | $3,740-60.1% |
| Admin fee / account holder | $527 | $2,878-81.7% | $3,845-86.3% | $5,306-90.1% |