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 | $33,665 | $89,753-62.5% | $107,525-68.7% | $84,808-60.3% |
| Participation rate | 49.2% | 68.1%-18.9pp | 75.1%-25.9pp | 68.3%-19.2pp |
| Annual return | 18.46% | 29.48%-11.0pp | 181.32%-162.9pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,367 | $3,113-56.1% | $3,754-63.6% | $2,631-48.0% |
| Participant deferral / active EE | $1,948 | $4,056-52.0% | $5,116-61.9% | $4,212-53.7% |
| Admin fee / account holder | $3,826 | $7,222-47.0% | $8,919-57.1% | $7,344-47.9% |