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 | $42,297 | $85,202-50.4% | $172,739-75.5% | $72,985-42.0% |
| Participation rate | 45.5% | 70.1%-24.6pp | 82.6%-37.2pp | 69.5%-24.0pp |
| Annual return | 22.18% | 27.32%-5.1pp | 802.84%-780.7pp | 81.00%-58.8pp |
| Employer contribution / active EE | $1,014 | $3,324-69.5% | $5,143-80.3% | $2,440-58.4% |
| Participant deferral / active EE | $1,950 | $3,260-40.2% | $5,198-62.5% | $3,607-46.0% |
| Admin fee / account holder | $2,031 | $5,884-65.5% | $13,954-85.4% | $5,124-60.4% |