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 | $49,783 | $53,516-7.0% | $126,539-60.7% | $84,808-41.3% |
| Participation rate | 46.0% | 58.2%-12.2pp | 69.8%-23.8pp | 68.3%-22.3pp |
| Annual return | 16.83% | 58.34%-41.5pp | 425.95%-409.1pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,054 | $1,535-31.3% | $3,674-71.3% | $2,631-59.9% |
| Participant deferral / active EE | $2,176 | $2,671-18.5% | $4,083-46.7% | $4,212-48.3% |
| Admin fee / account holder | $8,212 | $4,497+82.6% | $6,065+35.4% | $7,344+11.8% |