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 | $34,315 | $48,570-29.3% | $130,648-73.7% | $72,985-53.0% |
| Participation rate | 42.3% | 58.6%-16.3pp | 71.7%-29.4pp | 69.5%-27.2pp |
| Annual return | 20.61% | 38.63%-18.0pp | 1708.96%-1688.3pp | 81.00%-60.4pp |
| Employer contribution / active EE | $320 | $1,334-76.0% | $4,092-92.2% | $2,440-86.9% |
| Participant deferral / active EE | $1,862 | $2,384-21.9% | $3,603-48.3% | $3,607-48.4% |
| Admin fee / account holder | $5,618 | $3,549+58.3% | $5,464+2.8% | $5,124+9.6% |