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 | $29,270 | $95,416-69.3% | $185,823-84.2% | $85,850-65.9% |
| Participation rate | 67.6% | 68.8%-1.1pp | 81.7%-14.1pp | 69.3%-1.7pp |
| Annual return | 19.03% | 23.59%-4.6pp | 122.05%-103.0pp | 318.53%-299.5pp |
| Employer contribution / active EE | $1,157 | $3,314-65.1% | $5,167-77.6% | $2,565-54.9% |
| Participant deferral / active EE | $2,830 | $3,423-17.3% | $5,568-49.2% | $3,952-28.4% |
| Admin fee / account holder | $3,292 | $7,213-54.4% | $16,237-79.7% | $6,260-47.4% |