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 | $34,950 | $79,171-55.9% | $102,423-65.9% | $74,495-53.1% |
| Participation rate | 52.2% | 74.8%-22.6pp | 76.5%-24.3pp | 67.2%-15.0pp |
| Annual return | 20.91% | 54.93%-34.0pp | 29.32%-8.4pp | 1364.94%-1344.0pp |
| Employer contribution / active EE | $1,306 | $2,362-44.7% | $3,023-56.8% | $2,623-50.2% |
| Participant deferral / active EE | $2,347 | $4,415-46.8% | $5,053-53.6% | $4,346-46.0% |
| Admin fee / account holder | $1,912 | $2,001-4.4% | $9,451-79.8% | $1,942-1.5% |