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 | $65,281 | $88,083-25.9% | $164,813-60.4% | $74,495-12.4% |
| Participation rate | 47.8% | 73.0%-25.2pp | 78.6%-30.8pp | 67.2%-19.4pp |
| Annual return | 13.00% | 17.26%-4.3pp | 69.93%-56.9pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,306 | $2,593-49.6% | $4,341-69.9% | $2,623-50.2% |
| Participant deferral / active EE | $2,520 | $4,498-44.0% | $6,031-58.2% | $4,346-42.0% |
| Admin fee / account holder | $4,451 | $2,234+99.3% | $12,690-64.9% | $1,942+129.3% |