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 | $46,557 | $65,561-29.0% | $86,188-46.0% | $75,163-38.1% |
| Participation rate | 58.1% | 60.5%-2.4pp | 69.0%-10.9pp | 67.2%-9.1pp |
| Annual return | 18.23% | 46.05%-27.8pp | 1168.45%-1150.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $836 | $1,553-46.2% | $2,380-64.9% | $2,670-68.7% |
| Participant deferral / active EE | $2,462 | $3,024-18.6% | $3,985-38.2% | $4,125-40.3% |
| Admin fee / account holder | $1,125 | $5,474-79.5% | $6,852-83.6% | $5,651-80.1% |