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 | $29,827 | $91,190-67.3% | $178,490-83.3% | $79,858-62.6% |
| Participation rate | 36.5% | 69.2%-32.7pp | 81.9%-45.4pp | 69.6%-33.1pp |
| Annual return | 11.83% | 24.19%-12.4pp | 151.07%-139.2pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,526 | $3,256-53.1% | $5,011-69.5% | $2,471-38.2% |
| Participant deferral / active EE | $3,234 | $3,236-0.1% | $5,202-37.8% | $3,740-13.5% |
| Admin fee / account holder | $2,409 | $6,751-64.3% | $13,984-82.8% | $5,306-54.6% |