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 | $31,376 | $95,416-67.1% | $185,823-83.1% | $85,850-63.5% |
| Participation rate | 35.7% | 68.8%-33.0pp | 81.7%-46.0pp | 69.3%-33.6pp |
| Annual return | 17.46% | 23.59%-6.1pp | 122.05%-104.6pp | 318.53%-301.1pp |
| Employer contribution / active EE | $859 | $3,314-74.1% | $5,167-83.4% | $2,565-66.5% |
| Participant deferral / active EE | $2,815 | $3,423-17.8% | $5,568-49.4% | $3,952-28.8% |
| Admin fee / account holder | $1,858 | $7,213-74.2% | $16,237-88.6% | $6,260-70.3% |