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 | $61,314 | $58,208+5.3% | $81,812-25.1% | $80,856-24.2% |
| Participation rate | 37.2% | 63.4%-26.2pp | 72.3%-35.1pp | 67.6%-30.4pp |
| Annual return | 13.39% | 41.66%-28.3pp | 773.79%-760.4pp | 35.59%-22.2pp |
| Employer contribution / active EE | $814 | $2,340-65.2% | $2,912-72.1% | $2,755-70.5% |
| Participant deferral / active EE | $1,757 | $3,281-46.5% | $4,319-59.3% | $4,296-59.1% |
| Admin fee / account holder | $1,576 | $4,981-68.4% | $7,386-78.7% | $6,918-77.2% |