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 | $43,416 | $117,841-63.2% | $102,423-57.6% | $145,922-70.2% |
| Participation rate | 60.9% | 78.6%-17.7pp | 76.5%-15.6pp | 80.3%-19.4pp |
| Annual return | 11.47% | 31.65%-20.2pp | 29.32%-17.9pp | 561.29%-549.8pp |
| Employer contribution / active EE | $1,121 | $3,615-69.0% | $3,023-62.9% | $4,660-75.9% |
| Participant deferral / active EE | $2,074 | $5,731-63.8% | $5,053-59.0% | $6,688-69.0% |
| Admin fee / account holder | $2,951 | $13,326-77.9% | $9,451-68.8% | $13,397-78.0% |