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 | $43,620 | $81,248-46.3% | $155,509-72.0% | $80,856-46.1% |
| Participation rate | 34.0% | 66.2%-32.2pp | 78.2%-44.2pp | 67.6%-33.6pp |
| Annual return | 14.12% | 33.31%-19.2pp | 64.67%-50.5pp | 35.59%-21.5pp |
| Employer contribution / active EE | $1,064 | $3,100-65.7% | $4,672-77.2% | $2,755-61.4% |
| Participant deferral / active EE | $2,247 | $3,452-34.9% | $5,626-60.1% | $4,296-47.7% |
| Admin fee / account holder | $4,808 | $7,997-39.9% | $15,912-69.8% | $6,918-30.5% |