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 | $76,079 | $112,881-32.6% | $90,951-16.4% | $158,922-52.1% |
| Participation rate | 42.9% | 74.7%-31.9pp | 69.0%-26.2pp | 82.0%-39.1pp |
| Annual return | 5.03% | 215.79%-210.8pp | 134.60%-129.6pp | 302.83%-297.8pp |
| Employer contribution / active EE | $1,382 | $2,893-52.2% | $2,122-34.9% | $4,761-71.0% |
| Participant deferral / active EE | $2,715 | $4,128-34.2% | $3,373-19.5% | $5,982-54.6% |
| Admin fee / account holder | $13,292 | $8,041+65.3% | $5,959+123.1% | $11,246+18.2% |