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 | $41,757 | $78,705-46.9% | $117,854-64.6% | $70,131-40.5% |
| Participation rate | 54.9% | 73.2%-18.3pp | 79.7%-24.8pp | 69.5%-14.7pp |
| Annual return | 14.32% | 23.30%-9.0pp | 335.08%-320.8pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,198 | $2,223-46.1% | $3,786-68.3% | $2,342-48.8% |
| Participant deferral / active EE | $1,934 | $3,297-41.4% | $4,482-56.9% | $3,332-42.0% |
| Admin fee / account holder | $12,004 | $5,065+137.0% | $8,020+49.7% | $4,645+158.4% |