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 | $49,496 | $86,944-43.1% | $107,525-54.0% | $74,304-33.4% |
| Participation rate | 42.5% | 59.6%-17.1pp | 75.1%-32.6pp | 60.3%-17.9pp |
| Annual return | 21.41% | 23.52%-2.1pp | 181.32%-159.9pp | 29.43%-8.0pp |
| Employer contribution / active EE | $984 | $2,757-64.3% | $3,754-73.8% | $2,241-56.1% |
| Participant deferral / active EE | $2,471 | $3,554-30.5% | $5,116-51.7% | $3,767-34.4% |
| Admin fee / account holder | $1,814 | $3,727-51.3% | $8,919-79.7% | $2,969-38.9% |