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 | $40,534 | $95,416-57.5% | $185,823-78.2% | $85,850-52.8% |
| Participation rate | 39.1% | 68.8%-29.6pp | 81.7%-42.6pp | 69.3%-30.2pp |
| Annual return | 14.99% | 23.59%-8.6pp | 122.05%-107.1pp | 318.53%-303.5pp |
| Employer contribution / active EE | $1,023 | $3,314-69.1% | $5,167-80.2% | $2,565-60.1% |
| Participant deferral / active EE | $1,390 | $3,423-59.4% | $5,568-75.0% | $3,952-64.8% |
| Admin fee / account holder | $2,201 | $7,213-69.5% | $16,237-86.4% | $6,260-64.8% |