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 | $50,852 | $106,749-52.4% | $145,433-65.0% | $82,448-38.3% |
| Participation rate | 51.4% | 75.6%-24.2pp | 82.1%-30.7pp | 68.1%-16.6pp |
| Annual return | 14.52% | 27.59%-13.1pp | 66.58%-52.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,200 | $3,444-36.1% | $4,554-51.7% | $2,551-13.8% |
| Participant deferral / active EE | $3,914 | $6,519-40.0% | $7,897-50.4% | $4,139-5.5% |
| Admin fee / account holder | $2,678 | $8,390-68.1% | $13,129-79.6% | $7,234-63.0% |