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 | $35,192 | $89,753-60.8% | $107,525-67.3% | $84,808-58.5% |
| Participation rate | 43.8% | 68.1%-24.3pp | 75.1%-31.3pp | 68.3%-24.6pp |
| Annual return | 29.34% | 29.48%-0.1pp | 181.32%-152.0pp | 40.90%-11.6pp |
| Employer contribution / active EE | $1,383 | $3,113-55.6% | $3,754-63.1% | $2,631-47.4% |
| Participant deferral / active EE | $2,422 | $4,056-40.3% | $5,116-52.6% | $4,212-42.5% |
| Admin fee / account holder | $1,428 | $7,222-80.2% | $8,919-84.0% | $7,344-80.6% |