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 | $47,721 | $63,346-24.7% | $92,233-48.3% | $70,131-32.0% |
| Participation rate | 53.7% | 68.7%-14.9pp | 76.5%-22.7pp | 69.5%-15.8pp |
| Annual return | 15.34% | 530.12%-514.8pp | 176.28%-160.9pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,041 | $2,471-57.9% | $3,679-71.7% | $2,342-55.5% |
| Participant deferral / active EE | $2,661 | $2,854-6.8% | $3,897-31.7% | $3,332-20.1% |
| Admin fee / account holder | $446 | $3,840-88.4% | $5,194-91.4% | $4,645-90.4% |