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 | $39,335 | $57,281-31.3% | $86,612-54.6% | $75,163-47.7% |
| Participation rate | 53.7% | 63.2%-9.5pp | 71.7%-18.0pp | 67.2%-13.5pp |
| Annual return | 14.10% | 2670.75%-2656.7pp | 591.07%-577.0pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,262 | $2,314-45.5% | $3,022-58.2% | $2,670-52.7% |
| Participant deferral / active EE | $2,297 | $3,318-30.8% | $4,438-48.2% | $4,125-44.3% |
| Admin fee / account holder | $1,114 | $4,112-72.9% | $5,614-80.2% | $5,651-80.3% |