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 | $43,269 | $87,013-50.3% | $106,213-59.3% | $80,856-46.5% |
| Participation rate | 51.5% | 70.4%-18.9pp | 75.3%-23.8pp | 67.6%-16.1pp |
| Annual return | 13.64% | 17.05%-3.4pp | 116.14%-102.5pp | 35.59%-22.0pp |
| Employer contribution / active EE | $1,085 | $2,395-54.7% | $3,171-65.8% | $2,755-60.6% |
| Participant deferral / active EE | $2,092 | $3,986-47.5% | $5,016-58.3% | $4,296-51.3% |
| Admin fee / account holder | $3,835 | $8,431-54.5% | $11,033-65.2% | $6,918-44.6% |