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 | $42,558 | $67,606-37.0% | $82,313-48.3% | $70,131-39.3% |
| Participation rate | 40.0% | 72.8%-32.8pp | 76.9%-36.9pp | 69.5%-29.5pp |
| Annual return | 16.47% | 21.57%-5.1pp | 25.88%-9.4pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,060 | $1,755-39.6% | $2,428-56.3% | $2,342-54.7% |
| Participant deferral / active EE | $2,341 | $2,987-21.6% | $3,706-36.8% | $3,332-29.7% |
| Admin fee / account holder | $4,016 | $4,512-11.0% | $5,608-28.4% | $4,645-13.5% |