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 | $29,123 | $72,277-59.7% | $101,248-71.2% | $79,858-63.5% |
| Participation rate | 40.0% | 68.5%-28.5pp | 75.8%-35.8pp | 69.6%-29.6pp |
| Annual return | 18.37% | 22.30%-3.9pp | 46.47%-28.1pp | 31.71%-13.3pp |
| Employer contribution / active EE | $1,368 | $2,692-49.2% | $3,660-62.6% | $2,471-44.6% |
| Participant deferral / active EE | $2,379 | $3,282-27.5% | $4,370-45.6% | $3,740-36.4% |
| Admin fee / account holder | $2,896 | $4,400-34.2% | $5,945-51.3% | $5,306-45.4% |