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 | $46,072 | $86,929-47.0% | $102,423-55.0% | $80,856-43.0% |
| Participation rate | 38.7% | 72.4%-33.7pp | 76.5%-37.8pp | 67.6%-28.9pp |
| Annual return | 11.76% | 18.88%-7.1pp | 29.32%-17.6pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,517 | $2,369-36.0% | $3,023-49.8% | $2,755-44.9% |
| Participant deferral / active EE | $2,542 | $4,118-38.3% | $5,053-49.7% | $4,296-40.8% |
| Admin fee / account holder | $2,638 | $8,049-67.2% | $9,451-72.1% | $6,918-61.9% |