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 | $73,603 | $176,812-58.4% | $146,665-49.8% | $167,490-56.1% |
| Participation rate | 42.9% | 83.6%-40.8pp | 80.1%-37.2pp | 82.1%-39.2pp |
| Annual return | 11.72% | 24.03%-12.3pp | 22.74%-11.0pp | 478.56%-466.8pp |
| Employer contribution / active EE | $1,460 | $5,160-71.7% | $4,136-64.7% | $4,837-69.8% |
| Participant deferral / active EE | $2,868 | $6,440-55.5% | $5,506-47.9% | $6,341-54.8% |
| Admin fee / account holder | $1,493 | $13,259-88.7% | $10,280-85.5% | $12,309-87.9% |