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 | $45,004 | $77,314-41.8% | $177,989-74.7% | $80,856-44.3% |
| Participation rate | 37.7% | 65.7%-28.0pp | 77.1%-39.4pp | 67.6%-29.9pp |
| Annual return | 14.87% | 18.09%-3.2pp | 294.48%-279.6pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,025 | $2,292-55.3% | $3,949-74.0% | $2,755-62.8% |
| Participant deferral / active EE | $3,024 | $4,411-31.4% | $6,276-51.8% | $4,296-29.6% |
| Admin fee / account holder | $4,096 | $7,191-43.0% | $10,363-60.5% | $6,918-40.8% |