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 | $39,200 | $52,353-25.1% | $120,225-67.4% | $82,448-52.5% |
| Participation rate | 52.8% | 58.3%-5.5pp | 69.6%-16.8pp | 68.1%-15.3pp |
| Annual return | 13.84% | 61.85%-48.0pp | 439.23%-425.4pp | 41.64%-27.8pp |
| Employer contribution / active EE | $1,002 | $1,510-33.6% | $3,475-71.2% | $2,551-60.7% |
| Participant deferral / active EE | $2,249 | $2,627-14.4% | $3,999-43.8% | $4,139-45.7% |
| Admin fee / account holder | $3,529 | $4,363-19.1% | $5,696-38.0% | $7,234-51.2% |