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 | $27,605 | $77,634-64.4% | $156,549-82.4% | $62,891-56.1% |
| Participation rate | 51.7% | 71.2%-19.5pp | 84.0%-32.3pp | 69.3%-17.6pp |
| Annual return | 11.96% | 50.32%-38.4pp | 32.23%-20.3pp | 20.14%-8.2pp |
| Employer contribution / active EE | $1,454 | $3,444-57.8% | $5,501-73.6% | $2,281-36.2% |
| Participant deferral / active EE | $3,821 | $3,045+25.5% | $4,871-21.6% | $3,203+19.3% |
| Admin fee / account holder | $375 | $5,561-93.3% | $13,027-97.1% | $4,296-91.3% |