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 | $42,478 | $129,942-67.3% | $104,294-59.3% | $134,475-68.4% |
| Participation rate | 21.4% | 79.5%-58.1pp | 73.3%-51.8pp | 81.2%-59.8pp |
| Annual return | 4.40% | 42.03%-37.6pp | 24.61%-20.2pp | 417.96%-413.6pp |
| Employer contribution / active EE | $1,532 | $4,184-63.4% | $3,372-54.6% | $4,740-67.7% |
| Participant deferral / active EE | $5,339 | $5,588-4.5% | $4,625+15.4% | $6,400-16.6% |
| Admin fee / account holder | $35,725 | $9,323+283.2% | $7,339+386.7% | $11,426+212.7% |