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 | $48,292 | $78,422-38.4% | $95,952-49.7% | $79,858-39.5% |
| Participation rate | 44.4% | 73.5%-29.0pp | 77.1%-32.6pp | 69.6%-25.2pp |
| Annual return | 15.17% | 19.37%-4.2pp | 91.61%-76.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,048 | $1,945-46.1% | $2,541-58.7% | $2,471-57.6% |
| Participant deferral / active EE | $1,998 | $3,440-41.9% | $4,167-52.1% | $3,740-46.6% |
| Admin fee / account holder | $3,652 | $5,622-35.0% | $6,795-46.3% | $5,306-31.2% |