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 | $39,254 | $78,422-49.9% | $95,952-59.1% | $79,858-50.8% |
| Participation rate | 56.0% | 73.5%-17.5pp | 77.1%-21.1pp | 69.6%-13.6pp |
| Annual return | 14.82% | 19.37%-4.5pp | 91.61%-76.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $2,234 | $1,945+14.9% | $2,541-12.1% | $2,471-9.6% |
| Participant deferral / active EE | $2,904 | $3,440-15.6% | $4,167-30.3% | $3,740-22.4% |
| Admin fee / account holder | $14,630 | $5,622+160.2% | $6,795+115.3% | $5,306+175.7% |