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 | $48,705 | $112,881-56.9% | $90,951-46.4% | $158,922-69.4% |
| Participation rate | 45.5% | 74.7%-29.3pp | 69.0%-23.6pp | 82.0%-36.5pp |
| Annual return | 16.17% | 215.79%-199.6pp | 134.60%-118.4pp | 302.83%-286.7pp |
| Employer contribution / active EE | $806 | $2,893-72.1% | $2,122-62.0% | $4,761-83.1% |
| Participant deferral / active EE | $2,223 | $4,128-46.1% | $3,373-34.1% | $5,982-62.8% |
| Admin fee / account holder | $1,603 | $8,041-80.1% | $5,959-73.1% | $11,246-85.7% |