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 | $37,184 | $94,031-60.5% | $115,768-67.9% | $82,448-54.9% |
| Participation rate | 45.0% | 70.4%-25.4pp | 74.4%-29.4pp | 68.1%-23.1pp |
| Annual return | 14.88% | 20.61%-5.7pp | 100.46%-85.6pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,283 | $2,323-44.8% | $2,940-56.4% | $2,551-49.7% |
| Participant deferral / active EE | $2,088 | $3,972-47.4% | $4,917-57.5% | $4,139-49.6% |
| Admin fee / account holder | $4,050 | $10,249-60.5% | $12,439-67.4% | $7,234-44.0% |