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 | $36,514 | $70,669-48.3% | $169,368-78.4% | $75,163-51.4% |
| Participation rate | 42.6% | 64.8%-22.2pp | 77.1%-34.6pp | 67.2%-24.6pp |
| Annual return | 17.12% | 36.36%-19.2pp | 405.60%-388.5pp | 160.62%-143.5pp |
| Employer contribution / active EE | $1,558 | $2,211-29.5% | $4,013-61.2% | $2,670-41.6% |
| Participant deferral / active EE | $2,965 | $4,311-31.2% | $6,221-52.3% | $4,125-28.1% |
| Admin fee / account holder | $2,437 | $5,402-54.9% | $9,003-72.9% | $5,651-56.9% |