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 | $42,664 | $93,373-54.3% | $152,466-72.0% | $85,850-50.3% |
| Participation rate | 55.8% | 70.1%-14.3pp | 78.2%-22.4pp | 69.3%-13.5pp |
| Annual return | 16.18% | 21.84%-5.7pp | 757.33%-741.1pp | 318.53%-302.3pp |
| Employer contribution / active EE | $1,100 | $2,996-63.3% | $4,327-74.6% | $2,565-57.1% |
| Participant deferral / active EE | $2,751 | $4,550-39.6% | $5,820-52.7% | $3,952-30.4% |
| Admin fee / account holder | $607 | $13,853-95.6% | $15,805-96.2% | $6,260-90.3% |