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 | $36,437 | $95,416-61.8% | $185,823-80.4% | $85,850-57.6% |
| Participation rate | 49.2% | 68.8%-19.6pp | 81.7%-32.5pp | 69.3%-20.1pp |
| Annual return | 19.46% | 23.59%-4.1pp | 122.05%-102.6pp | 318.53%-299.1pp |
| Employer contribution / active EE | $879 | $3,314-73.5% | $5,167-83.0% | $2,565-65.7% |
| Participant deferral / active EE | $991 | $3,423-71.0% | $5,568-82.2% | $3,952-74.9% |
| Admin fee / account holder | $1,802 | $7,213-75.0% | $16,237-88.9% | $6,260-71.2% |