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 | $55,806 | $116,175-52.0% | $93,606-40.4% | $152,861-63.5% |
| Participation rate | 46.2% | 78.0%-31.9pp | 75.8%-29.7pp | 82.4%-36.3pp |
| Annual return | 9.52% | 35.96%-26.4pp | 32.76%-23.2pp | 345.32%-335.8pp |
| Employer contribution / active EE | $751 | $3,218-76.6% | $2,718-72.4% | $4,762-84.2% |
| Participant deferral / active EE | $2,614 | $4,603-43.2% | $4,069-35.7% | $5,850-55.3% |
| Admin fee / account holder | $3,336 | $10,748-69.0% | $7,888-57.7% | $11,596-71.2% |