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 | $26,186 | $106,749-75.5% | $145,433-82.0% | $82,448-68.2% |
| Participation rate | 47.4% | 75.6%-28.3pp | 82.1%-34.8pp | 68.1%-20.7pp |
| Annual return | 20.00% | 27.59%-7.6pp | 66.58%-46.6pp | 41.64%-21.6pp |
| Employer contribution / active EE | $1,225 | $3,444-64.4% | $4,554-73.1% | $2,551-52.0% |
| Participant deferral / active EE | $2,688 | $6,519-58.8% | $7,897-66.0% | $4,139-35.1% |
| Admin fee / account holder | $806 | $8,390-90.4% | $13,129-93.9% | $7,234-88.9% |