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 | $88,672-10.8% | $105,223-24.8% | $82,448-4.0% |
| Participation rate | 36.8% | 67.9%-31.2pp | 75.0%-38.3pp | 68.1%-31.3pp |
| Annual return | 15.72% | 30.86%-15.1pp | 180.65%-164.9pp | 41.64%-25.9pp |
| Employer contribution / active EE | $1,250 | $3,048-59.0% | $3,689-66.1% | $2,551-51.0% |
| Participant deferral / active EE | $2,232 | $4,036-44.7% | $5,072-56.0% | $4,139-46.1% |
| Admin fee / account holder | $2,885 | $7,146-59.6% | $8,859-67.4% | $7,234-60.1% |