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 | $42,049 | $70,428-40.3% | $96,562-56.5% | $85,850-51.0% |
| Participation rate | 43.9% | 61.8%-17.9pp | 69.8%-25.9pp | 69.3%-25.4pp |
| Annual return | 14.06% | 18.59%-4.5pp | 37.78%-23.7pp | 318.53%-304.5pp |
| Employer contribution / active EE | $524 | $1,413-62.9% | $2,356-77.8% | $2,565-79.6% |
| Participant deferral / active EE | $2,700 | $2,894-6.7% | $3,849-29.8% | $3,952-31.7% |
| Admin fee / account holder | $2,792 | $4,997-44.1% | $6,181-54.8% | $6,260-55.4% |