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 | $40,361 | $85,202-52.6% | $172,739-76.6% | $72,985-44.7% |
| Participation rate | 15.2% | 70.1%-54.8pp | 82.6%-67.4pp | 69.5%-54.3pp |
| Annual return | 20.24% | 27.32%-7.1pp | 802.84%-782.6pp | 81.00%-60.8pp |
| Employer contribution / active EE | $1,138 | $3,324-65.8% | $5,143-77.9% | $2,440-53.4% |
| Participant deferral / active EE | $1,691 | $3,260-48.1% | $5,198-67.5% | $3,607-53.1% |
| Admin fee / account holder | $1,541 | $5,884-73.8% | $13,954-89.0% | $5,124-69.9% |