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 | $59,088 | $59,1010% | $77,163-23.4% | $75,163-21.4% |
| Participation rate | 53.6% | 63.9%-10.3pp | 69.6%-16.0pp | 67.2%-13.6pp |
| Annual return | 15.16% | 26.71%-11.6pp | 37.87%-22.7pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,581 | $1,995-20.8% | $2,535-37.6% | $2,670-40.8% |
| Participant deferral / active EE | $4,448 | $2,999+48.3% | $3,833+16.0% | $4,125+7.8% |
| Admin fee / account holder | $3,425 | $4,774-28.3% | $5,472-37.4% | $5,651-39.4% |