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 | $56,659 | $63,346-10.6% | $92,233-38.6% | $70,131-19.2% |
| Participation rate | 52.9% | 68.7%-15.7pp | 76.5%-23.5pp | 69.5%-16.6pp |
| Annual return | 22.01% | 530.12%-508.1pp | 176.28%-154.3pp | 73.14%-51.1pp |
| Employer contribution / active EE | $970 | $2,471-60.8% | $3,679-73.6% | $2,342-58.6% |
| Participant deferral / active EE | $2,018 | $2,854-29.3% | $3,897-48.2% | $3,332-39.4% |
| Admin fee / account holder | $6,255 | $3,840+62.9% | $5,194+20.4% | $4,645+34.6% |