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 | $40,126 | $79,171-49.3% | $102,423-60.8% | $74,495-46.1% |
| Participation rate | 62.5% | 74.8%-12.3pp | 76.5%-14.0pp | 67.2%-4.7pp |
| Annual return | 12.04% | 54.93%-42.9pp | 29.32%-17.3pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $1,530 | $2,362-35.2% | $3,023-49.4% | $2,623-41.7% |
| Participant deferral / active EE | $3,797 | $4,415-14.0% | $5,053-24.9% | $4,346-12.6% |
| Admin fee / account holder | $2,230 | $2,001+11.5% | $9,451-76.4% | $1,942+14.8% |