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 | $47,778 | $70,428-32.2% | $96,562-50.5% | $85,850-44.3% |
| Participation rate | 57.1% | 61.8%-4.7pp | 69.8%-12.7pp | 69.3%-12.2pp |
| Annual return | 12.71% | 18.59%-5.9pp | 37.78%-25.1pp | 318.53%-305.8pp |
| Employer contribution / active EE | $731 | $1,413-48.3% | $2,356-69.0% | $2,565-71.5% |
| Participant deferral / active EE | $3,967 | $2,894+37.1% | $3,849+3.1% | $3,952+0.4% |
| Admin fee / account holder | $2,917 | $4,997-41.6% | $6,181-52.8% | $6,260-53.4% |