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 | $46,408 | $125,758-63.1% | $169,993-72.7% | $75,163-38.3% |
| Participation rate | 58.6% | 83.6%-25.0pp | 87.0%-28.4pp | 67.2%-8.6pp |
| Annual return | 16.11% | 27.20%-11.1pp | 53.37%-37.3pp | 160.62%-144.5pp |
| Employer contribution / active EE | $1,552 | $4,615-66.4% | $6,785-77.1% | $2,670-41.9% |
| Participant deferral / active EE | $3,725 | $6,837-45.5% | $10,408-64.2% | $4,125-9.7% |
| Admin fee / account holder | $2,597 | $8,173-68.2% | $12,815-79.7% | $5,651-54.0% |