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 | $37,491 | $63,346-40.8% | $92,233-59.4% | $70,131-46.5% |
| Participation rate | 68.9% | 68.7%+0.2pp | 76.5%-7.6pp | 69.5%-0.7pp |
| Annual return | 21.49% | 530.12%-508.6pp | 176.28%-154.8pp | 73.14%-51.6pp |
| Employer contribution / active EE | $1,064 | $2,471-56.9% | $3,679-71.1% | $2,342-54.6% |
| Participant deferral / active EE | $1,489 | $2,854-47.8% | $3,897-61.8% | $3,332-55.3% |
| Admin fee / account holder | $1,084 | $3,840-71.8% | $5,194-79.1% | $4,645-76.7% |