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 | $50,201 | $77,634-35.3% | $156,549-67.9% | $62,891-20.2% |
| Participation rate | 59.0% | 71.2%-12.2pp | 84.0%-25.0pp | 69.3%-10.3pp |
| Annual return | 10.29% | 50.32%-40.0pp | 32.23%-21.9pp | 20.14%-9.9pp |
| Employer contribution / active EE | $1,574 | $3,444-54.3% | $5,501-71.4% | $2,281-31.0% |
| Participant deferral / active EE | $3,026 | $3,045-0.6% | $4,871-37.9% | $3,203-5.5% |
| Admin fee / account holder | $473 | $5,561-91.5% | $13,027-96.4% | $4,296-89.0% |