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 | $49,004 | $65,409-25.1% | $98,442-50.2% | $85,850-42.9% |
| Participation rate | 40.7% | 65.0%-24.3pp | 73.3%-32.7pp | 69.3%-28.6pp |
| Annual return | 14.54% | 21.76%-7.2pp | 1492.73%-1478.2pp | 318.53%-304.0pp |
| Employer contribution / active EE | $532 | $2,168-75.5% | $2,960-82.0% | $2,565-79.3% |
| Participant deferral / active EE | $1,368 | $3,166-56.8% | $4,276-68.0% | $3,952-65.4% |
| Admin fee / account holder | $2,312 | $4,593-49.7% | $5,949-61.1% | $6,260-63.1% |