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 | $30,767 | $70,669-56.5% | $169,368-81.8% | $75,163-59.1% |
| Participation rate | 51.9% | 64.8%-12.9pp | 77.1%-25.2pp | 67.2%-15.3pp |
| Annual return | 21.81% | 36.36%-14.5pp | 405.60%-383.8pp | 160.62%-138.8pp |
| Employer contribution / active EE | $1,188 | $2,211-46.3% | $4,013-70.4% | $2,670-55.5% |
| Participant deferral / active EE | $3,534 | $4,311-18.0% | $6,221-43.2% | $4,125-14.3% |
| Admin fee / account holder | $2,233 | $5,402-58.7% | $9,003-75.2% | $5,651-60.5% |