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 | $33,741 | $78,672-57.1% | $109,143-69.1% | $85,850-60.7% |
| Participation rate | 55.9% | 68.3%-12.3pp | 75.9%-19.9pp | 69.3%-13.4pp |
| Annual return | 12.20% | 25.09%-12.9pp | 25.75%-13.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $1,853 | $2,735-32.2% | $3,722-50.2% | $2,565-27.8% |
| Participant deferral / active EE | $3,196 | $3,467-7.8% | $4,653-31.3% | $3,952-19.1% |
| Admin fee / account holder | $4,836 | $5,469-11.6% | $6,752-28.4% | $6,260-22.7% |