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 | $57,705 | $153,772-62.5% | $133,980-56.9% | $273,961-78.9% |
| Participation rate | 57.9% | 88.4%-30.5pp | 87.1%-29.2pp | 83.0%-25.1pp |
| Annual return | 0.00% | 36.51%-36.5pp | 29.30%-29.3pp | 41.45%-41.5pp |
| Employer contribution / active EE | $4,643 | $6,029-23.0% | $5,211-10.9% | $4,869-4.6% |
| Participant deferral / active EE | $2,867 | $6,958-58.8% | $6,282-54.4% | $5,287-45.8% |
| Admin fee / account holder | $437 | $11,765-96.3% | $9,324-95.3% | $10,132-95.7% |