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 | $25,219 | $58,828-57.1% | $77,999-67.7% | $62,891-59.9% |
| Participation rate | 47.9% | 71.1%-23.1pp | 75.5%-27.6pp | 69.3%-21.4pp |
| Annual return | 8.31% | 17.16%-8.8pp | 425.96%-417.7pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,199 | $1,672-28.3% | $2,470-51.5% | $2,281-47.5% |
| Participant deferral / active EE | $1,746 | $2,686-35.0% | $3,497-50.1% | $3,203-45.5% |
| Admin fee / account holder | $1,105 | $4,393-74.9% | $5,480-79.8% | $4,296-74.3% |