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 | $35,142 | $63,346-44.5% | $92,233-61.9% | $70,131-49.9% |
| Participation rate | 30.0% | 68.7%-38.7pp | 76.5%-46.5pp | 69.5%-39.5pp |
| Annual return | 19.55% | 530.12%-510.6pp | 176.28%-156.7pp | 73.14%-53.6pp |
| Employer contribution / active EE | $1,140 | $2,471-53.9% | $3,679-69.0% | $2,342-51.3% |
| Participant deferral / active EE | $2,588 | $2,854-9.3% | $3,897-33.6% | $3,332-22.3% |
| Admin fee / account holder | $1,011 | $3,840-73.7% | $5,194-80.5% | $4,645-78.2% |