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 | $58,308 | $103,376-43.6% | $87,100-33.1% | $152,861-61.9% |
| Participation rate | 43.8% | 79.3%-35.6pp | 76.9%-33.1pp | 82.4%-38.7pp |
| Annual return | 16.07% | 28.10%-12.0pp | 28.19%-12.1pp | 345.32%-329.3pp |
| Employer contribution / active EE | $946 | $3,220-70.6% | $2,521-62.5% | $4,762-80.1% |
| Participant deferral / active EE | $1,602 | $4,778-66.5% | $4,049-60.4% | $5,850-72.6% |
| Admin fee / account holder | $23,324 | $12,205+91.1% | $7,497+211.1% | $11,596+101.1% |