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 | $21,465 | $77,634-72.4% | $156,549-86.3% | $62,891-65.9% |
| Participation rate | 42.1% | 71.2%-29.1pp | 84.0%-41.9pp | 69.3%-27.2pp |
| Annual return | 22.62% | 50.32%-27.7pp | 32.23%-9.6pp | 20.14%+2.5pp |
| Employer contribution / active EE | $1,746 | $3,444-49.3% | $5,501-68.3% | $2,281-23.5% |
| Participant deferral / active EE | $2,794 | $3,045-8.3% | $4,871-42.6% | $3,203-12.8% |
| Admin fee / account holder | $470 | $5,561-91.5% | $13,027-96.4% | $4,296-89.0% |