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 | $37,860 | $81,248-53.4% | $155,509-75.7% | $80,856-53.2% |
| Participation rate | 45.2% | 66.2%-21.1pp | 78.2%-33.0pp | 67.6%-22.5pp |
| Annual return | 10.81% | 33.31%-22.5pp | 64.67%-53.9pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,483 | $3,100-52.2% | $4,672-68.3% | $2,755-46.2% |
| Participant deferral / active EE | $1,792 | $3,452-48.1% | $5,626-68.1% | $4,296-58.3% |
| Admin fee / account holder | $515 | $7,997-93.6% | $15,912-96.8% | $6,918-92.6% |