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 | $48,480 | $58,512-17.1% | $84,015-42.3% | $72,985-33.6% |
| Participation rate | 22.7% | 61.2%-38.5pp | 69.0%-46.3pp | 69.5%-46.8pp |
| Annual return | 23.07% | 28.93%-5.9pp | 71.31%-48.2pp | 81.00%-57.9pp |
| Employer contribution / active EE | $1,125 | $1,163-3.3% | $1,983-43.3% | $2,440-53.9% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,607-100.0% |
| Admin fee / account holder | $2,969 | $4,569-35.0% | $6,101-51.3% | $5,124-42.1% |