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 | $42,015 | $85,202-50.7% | $172,739-75.7% | $72,985-42.4% |
| Participation rate | 41.2% | 70.1%-28.9pp | 82.6%-41.5pp | 69.5%-28.3pp |
| Annual return | 19.04% | 27.32%-8.3pp | 802.84%-783.8pp | 81.00%-62.0pp |
| Employer contribution / active EE | $1,023 | $3,324-69.2% | $5,143-80.1% | $2,440-58.1% |
| Participant deferral / active EE | $3,056 | $3,260-6.3% | $5,198-41.2% | $3,607-15.3% |
| Admin fee / account holder | $8,070 | $5,884+37.2% | $13,954-42.2% | $5,124+57.5% |