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 | $56,935 | $83,902-32.1% | $167,512-66.0% | $84,808-32.9% |
| Participation rate | 51.8% | 66.5%-14.7pp | 77.1%-25.3pp | 68.3%-16.5pp |
| Annual return | 35.36% | 91.55%-56.2pp | 1615.79%-1580.4pp | 40.90%-5.5pp |
| Employer contribution / active EE | $1,909 | $2,264-15.7% | $3,882-50.8% | $2,631-27.4% |
| Participant deferral / active EE | $3,590 | $4,442-19.2% | $6,405-44.0% | $4,212-14.8% |
| Admin fee / account holder | $5,648 | $7,915-28.6% | $9,769-42.2% | $7,344-23.1% |