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 | $42,434 | $89,753-52.7% | $107,525-60.5% | $84,808-50.0% |
| Participation rate | 25.8% | 68.1%-42.3pp | 75.1%-49.3pp | 68.3%-42.5pp |
| Annual return | 17.99% | 29.48%-11.5pp | 181.32%-163.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $1,576 | $3,113-49.4% | $3,754-58.0% | $2,631-40.1% |
| Participant deferral / active EE | $3,119 | $4,056-23.1% | $5,116-39.0% | $4,212-25.9% |
| Admin fee / account holder | $2,994 | $7,222-58.5% | $8,919-66.4% | $7,344-59.2% |