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 | $43,129 | $88,672-51.4% | $105,223-59.0% | $82,448-47.7% |
| Participation rate | 35.3% | 67.9%-32.6pp | 75.0%-39.8pp | 68.1%-32.8pp |
| Annual return | 18.20% | 30.86%-12.7pp | 180.65%-162.4pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,834 | $3,048-39.8% | $3,689-50.3% | $2,551-28.1% |
| Participant deferral / active EE | $3,105 | $4,036-23.1% | $5,072-38.8% | $4,139-25.0% |
| Admin fee / account holder | $3,343 | $7,146-53.2% | $8,859-62.3% | $7,234-53.8% |