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 | $62,019 | $101,069-38.6% | $81,478-23.9% | $147,584-58.0% |
| Participation rate | 43.5% | 74.5%-31.0pp | 68.0%-24.5pp | 82.8%-39.4pp |
| Annual return | 15.60% | 32.40%-16.8pp | 38.78%-23.2pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,950 | $3,205-39.2% | $2,568-24.1% | $4,876-60.0% |
| Participant deferral / active EE | $2,555 | $4,242-39.8% | $3,537-27.7% | $5,439-53.0% |
| Admin fee / account holder | $572 | $5,812-90.2% | $4,561-87.5% | $10,885-94.7% |