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 | $52,104 | $58,264-10.6% | $86,612-39.8% | $71,457-27.1% |
| Participation rate | 37.8% | 65.0%-27.2pp | 71.7%-33.9pp | 67.9%-30.1pp |
| Annual return | 15.66% | 21.63%-6.0pp | 591.07%-575.4pp | 28.85%-13.2pp |
| Employer contribution / active EE | $1,073 | $2,574-58.3% | $3,022-64.5% | $2,588-58.5% |
| Participant deferral / active EE | $2,022 | $3,436-41.1% | $4,438-54.4% | $4,289-52.8% |
| Admin fee / account holder | $1,289 | $1,057+22.0% | $5,614-77.0% | $1,587-18.8% |