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 | $15,315 | $85,202-82.0% | $172,739-91.1% | $72,985-79.0% |
| Participation rate | 47.8% | 70.1%-22.3pp | 82.6%-34.9pp | 69.5%-21.7pp |
| Annual return | 26.11% | 27.32%-1.2pp | 802.84%-776.7pp | 81.00%-54.9pp |
| Employer contribution / active EE | $846 | $3,324-74.6% | $5,143-83.6% | $2,440-65.3% |
| Participant deferral / active EE | $1,425 | $3,260-56.3% | $5,198-72.6% | $3,607-60.5% |
| Admin fee / account holder | $4,262 | $5,884-27.6% | $13,954-69.5% | $5,124-16.8% |