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 | $36,369 | $60,349-39.7% | $74,183-51.0% | $62,891-42.2% |
| Participation rate | 47.7% | 72.7%-25.1pp | 76.6%-28.9pp | 69.3%-21.6pp |
| Annual return | 6.85% | 21.37%-14.5pp | 17.74%-10.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,242 | $1,680-26.1% | $2,370-47.6% | $2,281-45.6% |
| Participant deferral / active EE | $2,044 | $2,856-28.4% | $3,550-42.4% | $3,203-36.2% |
| Admin fee / account holder | $888 | $4,261-79.2% | $5,586-84.1% | $4,296-79.3% |