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 | $41,515 | $96,128-56.8% | $136,007-69.5% | $80,856-48.7% |
| Participation rate | 45.3% | 71.2%-26.0pp | 76.5%-31.2pp | 67.6%-22.4pp |
| Annual return | 17.52% | 28.71%-11.2pp | 579.32%-561.8pp | 35.59%-18.1pp |
| Employer contribution / active EE | $1,566 | $3,351-53.3% | $4,217-62.9% | $2,755-43.1% |
| Participant deferral / active EE | $5,293 | $5,709-7.3% | $7,025-24.7% | $4,296+23.2% |
| Admin fee / account holder | $3,732 | $8,236-54.7% | $6,858-45.6% | $6,918-46.1% |