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 | $48,859 | $72,492-32.6% | $87,100-43.9% | $72,985-33.1% |
| Participation rate | 57.1% | 72.8%-15.7pp | 76.9%-19.7pp | 69.5%-12.3pp |
| Annual return | 51.69% | 24.46%+27.2pp | 28.19%+23.5pp | 81.00%-29.3pp |
| Employer contribution / active EE | $493 | $1,894-74.0% | $2,521-80.5% | $2,440-79.8% |
| Participant deferral / active EE | $2,632 | $3,270-19.5% | $4,049-35.0% | $3,607-27.0% |
| Admin fee / account holder | $2,063 | $5,055-59.2% | $7,497-72.5% | $5,124-59.7% |