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 | $44,662 | $77,314-42.2% | $177,989-74.9% | $80,856-44.8% |
| Participation rate | 45.3% | 65.7%-20.4pp | 77.1%-31.8pp | 67.6%-22.4pp |
| Annual return | 13.04% | 18.09%-5.0pp | 294.48%-281.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,683 | $2,292-26.6% | $3,949-57.4% | $2,755-38.9% |
| Participant deferral / active EE | $3,353 | $4,411-24.0% | $6,276-46.6% | $4,296-22.0% |
| Admin fee / account holder | $307 | $7,191-95.7% | $10,363-97.0% | $6,918-95.6% |