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 | $46,037 | $97,125-52.6% | $86,233-46.6% | $137,256-66.5% |
| Participation rate | 52.4% | 74.2%-21.8pp | 69.0%-16.6pp | 80.0%-27.6pp |
| Annual return | 12.42% | 74.19%-61.8pp | 61.39%-49.0pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,196 | $2,841-57.9% | $2,504-52.2% | $4,156-71.2% |
| Participant deferral / active EE | $2,506 | $5,180-51.6% | $4,559-45.0% | $6,407-60.9% |
| Admin fee / account holder | $381 | $9,725-96.1% | $8,342-95.4% | $12,270-96.9% |