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 | $38,534 | $87,013-55.7% | $106,213-63.7% | $80,856-52.3% |
| Participation rate | 60.7% | 70.4%-9.7pp | 75.3%-14.6pp | 67.6%-6.9pp |
| Annual return | 12.48% | 17.05%-4.6pp | 116.14%-103.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,232 | $2,395-48.6% | $3,171-61.2% | $2,755-55.3% |
| Participant deferral / active EE | $3,277 | $3,986-17.8% | $5,016-34.7% | $4,296-23.7% |
| Admin fee / account holder | $7,206 | $8,431-14.5% | $11,033-34.7% | $6,918+4.2% |