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 | $22,812 | $81,460-72.0% | $103,333-77.9% | $80,856-71.8% |
| Participation rate | 45.0% | 66.8%-21.8pp | 74.5%-29.5pp | 67.6%-22.6pp |
| Annual return | 17.23% | 25.55%-8.3pp | 24.88%-7.6pp | 35.59%-18.4pp |
| Employer contribution / active EE | $2,654 | $3,105-14.5% | $3,868-31.4% | $2,755-3.6% |
| Participant deferral / active EE | $1,695 | $3,869-56.2% | $5,057-66.5% | $4,296-60.5% |
| Admin fee / account holder | $1,510 | $6,566-77.0% | $8,355-81.9% | $6,918-78.2% |