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 | $49,914 | $78,422-36.4% | $95,952-48.0% | $79,858-37.5% |
| Participation rate | 56.4% | 73.5%-17.1pp | 77.1%-20.7pp | 69.6%-13.2pp |
| Annual return | 13.18% | 19.37%-6.2pp | 91.61%-78.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,666 | $1,945-14.4% | $2,541-34.4% | $2,471-32.6% |
| Participant deferral / active EE | $3,136 | $3,440-8.8% | $4,167-24.7% | $3,740-16.2% |
| Admin fee / account holder | $3,403 | $5,622-39.5% | $6,795-49.9% | $5,306-35.9% |