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 | $34,964 | $99,985-65.0% | $146,665-76.2% | $85,850-59.3% |
| Participation rate | 67.2% | 73.1%-5.9pp | 80.1%-12.9pp | 69.3%-2.2pp |
| Annual return | 12.09% | 18.93%-6.8pp | 22.74%-10.7pp | 318.53%-306.4pp |
| Employer contribution / active EE | $1,426 | $2,559-44.3% | $4,136-65.5% | $2,565-44.4% |
| Participant deferral / active EE | $1,874 | $4,006-53.2% | $5,506-66.0% | $3,952-52.6% |
| Admin fee / account holder | $4,411 | $7,702-42.7% | $10,280-57.1% | $6,260-29.5% |