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 | $36,956 | $71,809-48.5% | $61,048-39.5% | $152,861-75.8% |
| Participation rate | 37.5% | 84.2%-46.7pp | 79.3%-41.8pp | 82.4%-44.9pp |
| Annual return | 14.00% | 29.74%-15.7pp | 26.18%-12.2pp | 345.32%-331.3pp |
| Employer contribution / active EE | $2,149 | $4,545-52.7% | $3,716-42.2% | $4,762-54.9% |
| Participant deferral / active EE | $1,867 | $5,467-65.9% | $4,470-58.2% | $5,850-68.1% |
| Admin fee / account holder | $25,681 | $4,750+440.7% | $3,728+588.9% | $11,596+121.5% |