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 | $58,978 | $91,552-35.6% | $133,956-56.0% | $79,858-26.1% |
| Participation rate | 60.0% | 73.3%-13.3pp | 79.8%-19.8pp | 69.6%-9.6pp |
| Annual return | 16.55% | 61.85%-45.3pp | 45.09%-28.5pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,521 | $2,384-36.2% | $3,919-61.2% | $2,471-38.5% |
| Participant deferral / active EE | $3,022 | $3,733-19.1% | $5,048-40.1% | $3,740-19.2% |
| Admin fee / account holder | $1,321 | $6,321-79.1% | $8,927-85.2% | $5,306-75.1% |