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 | $62,034 | $78,705-21.2% | $117,854-47.4% | $70,131-11.5% |
| Participation rate | 32.3% | 73.2%-40.9pp | 79.7%-47.4pp | 69.5%-37.3pp |
| Annual return | 16.56% | 23.30%-6.7pp | 335.08%-318.5pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,559 | $2,223-29.9% | $3,786-58.8% | $2,342-33.4% |
| Participant deferral / active EE | $2,201 | $3,297-33.3% | $4,482-50.9% | $3,332-33.9% |
| Admin fee / account holder | $2,022 | $5,065-60.1% | $8,020-74.8% | $4,645-56.5% |