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 | $49,302 | $93,170-47.1% | $100,534-51.0% | $84,808-41.9% |
| Participation rate | 38.8% | 75.8%-37.0pp | 80.6%-41.8pp | 68.3%-29.5pp |
| Annual return | 17.26% | 47.13%-29.9pp | 32.66%-15.4pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,122 | $3,985-71.8% | $4,346-74.2% | $2,631-57.3% |
| Participant deferral / active EE | $2,549 | $5,699-55.3% | $6,144-58.5% | $4,212-39.5% |
| Admin fee / account holder | $2,377 | $7,382-67.8% | $7,654-68.9% | $7,344-67.6% |