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 | $41,325 | $49,915-17.2% | $154,803-73.3% | $74,304-44.4% |
| Participation rate | 38.5% | 54.0%-15.4pp | 78.1%-39.5pp | 60.3%-21.8pp |
| Annual return | 16.21% | 34.06%-17.8pp | 58.88%-42.7pp | 29.43%-13.2pp |
| Employer contribution / active EE | $600 | $1,611-62.8% | $4,305-86.1% | $2,241-73.2% |
| Participant deferral / active EE | $933 | $2,255-58.6% | $5,540-83.2% | $3,767-75.2% |
| Admin fee / account holder | $2,371 | $2,189+8.3% | $14,329-83.5% | $2,969-20.1% |