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 | $42,612 | $87,013-51.0% | $106,213-59.9% | $80,856-47.3% |
| Participation rate | 67.3% | 70.4%-3.1pp | 75.3%-8.0pp | 67.6%-0.3pp |
| Annual return | 11.20% | 17.05%-5.8pp | 116.14%-104.9pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,136 | $2,395-52.6% | $3,171-64.2% | $2,755-58.8% |
| Participant deferral / active EE | $2,211 | $3,986-44.5% | $5,016-55.9% | $4,296-48.5% |
| Admin fee / account holder | $465 | $8,431-94.5% | $11,033-95.8% | $6,918-93.3% |