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 | $46,037 | $118,849-61.3% | $96,562-52.3% | $167,490-72.5% |
| Participation rate | 57.1% | 75.5%-18.3pp | 69.8%-12.7pp | 82.1%-25.0pp |
| Annual return | 10.40% | 50.49%-40.1pp | 37.78%-27.4pp | 478.56%-468.2pp |
| Employer contribution / active EE | $1,912 | $3,120-38.7% | $2,356-18.9% | $4,837-60.5% |
| Participant deferral / active EE | $2,275 | $4,616-50.7% | $3,849-40.9% | $6,341-64.1% |
| Admin fee / account holder | $4,450 | $8,065-44.8% | $6,181-28.0% | $12,309-63.8% |