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 | $43,848 | $85,202-48.5% | $172,739-74.6% | $72,985-39.9% |
| Participation rate | 58.1% | 70.1%-11.9pp | 82.6%-24.5pp | 69.5%-11.3pp |
| Annual return | 22.23% | 27.32%-5.1pp | 802.84%-780.6pp | 81.00%-58.8pp |
| Employer contribution / active EE | $1,628 | $3,324-51.0% | $5,143-68.3% | $2,440-33.3% |
| Participant deferral / active EE | $3,040 | $3,260-6.7% | $5,198-41.5% | $3,607-15.7% |
| Admin fee / account holder | $676 | $5,884-88.5% | $13,954-95.2% | $5,124-86.8% |