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 | $44,202 | $85,022-48.0% | $70,515-37.3% | $139,434-68.3% |
| Participation rate | 21.7% | 73.9%-52.2pp | 68.3%-46.6pp | 80.3%-58.6pp |
| Annual return | 16.97% | 30.38%-13.4pp | 32.77%-15.8pp | 372.94%-356.0pp |
| Employer contribution / active EE | $1,075 | $3,909-72.5% | $2,973-63.8% | $4,751-77.4% |
| Participant deferral / active EE | $2,406 | $5,890-59.2% | $4,567-47.3% | $6,710-64.1% |
| Admin fee / account holder | $21,900 | $8,906+145.9% | $6,412+241.5% | $11,403+92.1% |