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 | $43,532 | $95,416-54.4% | $185,823-76.6% | $85,850-49.3% |
| Participation rate | 48.3% | 68.8%-20.4pp | 81.7%-33.4pp | 69.3%-21.0pp |
| Annual return | 18.46% | 23.59%-5.1pp | 122.05%-103.6pp | 318.53%-300.1pp |
| Employer contribution / active EE | $754 | $3,314-77.2% | $5,167-85.4% | $2,565-70.6% |
| Participant deferral / active EE | $2,129 | $3,423-37.8% | $5,568-61.8% | $3,952-46.1% |
| Admin fee / account holder | $801 | $7,213-88.9% | $16,237-95.1% | $6,260-87.2% |