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 | $30,402 | $89,753-66.1% | $107,525-71.7% | $84,808-64.2% |
| Participation rate | 49.1% | 68.1%-19.0pp | 75.1%-26.0pp | 68.3%-19.2pp |
| Annual return | 19.13% | 29.48%-10.3pp | 181.32%-162.2pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,642 | $3,113-47.3% | $3,754-56.3% | $2,631-37.6% |
| Participant deferral / active EE | $2,400 | $4,056-40.8% | $5,116-53.1% | $4,212-43.0% |
| Admin fee / account holder | $1,232 | $7,222-82.9% | $8,919-86.2% | $7,344-83.2% |