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 | $58,796 | $89,753-34.5% | $107,525-45.3% | $84,808-30.7% |
| Participation rate | 41.1% | 68.1%-27.0pp | 75.1%-34.0pp | 68.3%-27.2pp |
| Annual return | 17.75% | 29.48%-11.7pp | 181.32%-163.6pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,270 | $3,113-59.2% | $3,754-66.2% | $2,631-51.7% |
| Participant deferral / active EE | $3,899 | $4,056-3.9% | $5,116-23.8% | $4,212-7.4% |
| Admin fee / account holder | $3,843 | $7,222-46.8% | $8,919-56.9% | $7,344-47.7% |