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 | $38,742 | $65,365-40.7% | $92,893-58.3% | $72,985-46.9% |
| Participation rate | 29.6% | 68.3%-38.7pp | 76.0%-46.4pp | 69.5%-39.9pp |
| Annual return | 24.53% | 42.10%-17.6pp | 109.41%-84.9pp | 81.00%-56.5pp |
| Employer contribution / active EE | $1,049 | $2,594-59.6% | $3,653-71.3% | $2,440-57.0% |
| Participant deferral / active EE | $1,829 | $3,128-41.5% | $4,236-56.8% | $3,607-49.3% |
| Admin fee / account holder | $1,100 | $4,251-74.1% | $5,794-81.0% | $5,124-78.5% |