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 | $49,374 | $91,190-45.9% | $178,490-72.3% | $79,858-38.2% |
| Participation rate | 46.2% | 69.2%-23.0pp | 81.9%-35.8pp | 69.6%-23.5pp |
| Annual return | 12.23% | 24.19%-12.0pp | 151.07%-138.8pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,480 | $3,256-54.6% | $5,011-70.5% | $2,471-40.1% |
| Participant deferral / active EE | $2,753 | $3,236-14.9% | $5,202-47.1% | $3,740-26.4% |
| Admin fee / account holder | $3,042 | $6,751-54.9% | $13,984-78.2% | $5,306-42.7% |