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 | $43,338 | $95,416-54.6% | $185,823-76.7% | $85,850-49.5% |
| Participation rate | 62.4% | 68.8%-6.4pp | 81.7%-19.3pp | 69.3%-7.0pp |
| Annual return | 13.59% | 23.59%-10.0pp | 122.05%-108.5pp | 318.53%-304.9pp |
| Employer contribution / active EE | $1,001 | $3,314-69.8% | $5,167-80.6% | $2,565-61.0% |
| Participant deferral / active EE | $1,815 | $3,423-47.0% | $5,568-67.4% | $3,952-54.1% |
| Admin fee / account holder | $3,928 | $7,213-45.5% | $16,237-75.8% | $6,260-37.2% |