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 | $79,131 | $89,753-11.8% | $107,525-26.4% | $84,808-6.7% |
| Participation rate | 36.8% | 68.1%-31.3pp | 75.1%-38.3pp | 68.3%-31.5pp |
| Annual return | 15.72% | 29.48%-13.8pp | 181.32%-165.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,250 | $3,113-59.9% | $3,754-66.7% | $2,631-52.5% |
| Participant deferral / active EE | $2,232 | $4,056-45.0% | $5,116-56.4% | $4,212-47.0% |
| Admin fee / account holder | $2,885 | $7,222-60.0% | $8,919-67.6% | $7,344-60.7% |