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 | $35,752 | $95,416-62.5% | $185,823-80.8% | $85,850-58.4% |
| Participation rate | 48.5% | 68.8%-20.3pp | 81.7%-33.2pp | 69.3%-20.8pp |
| Annual return | 18.67% | 23.59%-4.9pp | 122.05%-103.4pp | 318.53%-299.9pp |
| Employer contribution / active EE | $1,180 | $3,314-64.4% | $5,167-77.2% | $2,565-54.0% |
| Participant deferral / active EE | $1,991 | $3,423-41.9% | $5,568-64.2% | $3,952-49.6% |
| Admin fee / account holder | $2,958 | $7,213-59.0% | $16,237-81.8% | $6,260-52.8% |