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 | $28,837 | $95,416-69.8% | $185,823-84.5% | $85,850-66.4% |
| Participation rate | 60.0% | 68.8%-8.8pp | 81.7%-21.7pp | 69.3%-9.3pp |
| Annual return | 14.53% | 23.59%-9.1pp | 122.05%-107.5pp | 318.53%-304.0pp |
| Employer contribution / active EE | $1,487 | $3,314-55.1% | $5,167-71.2% | $2,565-42.0% |
| Participant deferral / active EE | $1,931 | $3,423-43.6% | $5,568-65.3% | $3,952-51.1% |
| Admin fee / account holder | $1,101 | $7,213-84.7% | $16,237-93.2% | $6,260-82.4% |