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 | $23,581 | $91,190-74.1% | $178,490-86.8% | $79,858-70.5% |
| Participation rate | 39.4% | 69.2%-29.8pp | 81.9%-42.5pp | 69.6%-30.2pp |
| Annual return | 15.57% | 24.19%-8.6pp | 151.07%-135.5pp | 31.71%-16.1pp |
| Employer contribution / active EE | $1,193 | $3,256-63.3% | $5,011-76.2% | $2,471-51.7% |
| Participant deferral / active EE | $1,934 | $3,236-40.3% | $5,202-62.8% | $3,740-48.3% |
| Admin fee / account holder | $1,208 | $6,751-82.1% | $13,984-91.4% | $5,306-77.2% |