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 | $69,401 | $79,171-12.3% | $102,423-32.2% | $74,495-6.8% |
| Participation rate | 31.8% | 74.8%-43.0pp | 76.5%-44.7pp | 67.2%-35.4pp |
| Annual return | 26.27% | 54.93%-28.7pp | 29.32%-3.1pp | 1364.94%-1338.7pp |
| Employer contribution / active EE | $1,882 | $2,362-20.3% | $3,023-37.7% | $2,623-28.2% |
| Participant deferral / active EE | $2,384 | $4,415-46.0% | $5,053-52.8% | $4,346-45.1% |
| Admin fee / account holder | $528 | $2,001-73.6% | $9,451-94.4% | $1,942-72.8% |