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 | $44,452 | $81,460-45.4% | $103,333-57.0% | $80,856-45.0% |
| Participation rate | 55.3% | 66.8%-11.5pp | 74.5%-19.2pp | 67.6%-12.3pp |
| Annual return | 20.13% | 25.55%-5.4pp | 24.88%-4.8pp | 35.59%-15.5pp |
| Employer contribution / active EE | $1,256 | $3,105-59.6% | $3,868-67.5% | $2,755-54.4% |
| Participant deferral / active EE | $1,806 | $3,869-53.3% | $5,057-64.3% | $4,296-58.0% |
| Admin fee / account holder | $1,579 | $6,566-76.0% | $8,355-81.1% | $6,918-77.2% |