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 | $55,442 | $105,181-47.3% | $159,436-65.2% | $85,850-35.4% |
| Participation rate | 59.5% | 75.8%-16.3pp | 82.8%-23.3pp | 69.3%-9.8pp |
| Annual return | 13.11% | 45.07%-32.0pp | 263.57%-250.5pp | 318.53%-305.4pp |
| Employer contribution / active EE | $1,109 | $3,318-66.6% | $4,829-77.0% | $2,565-56.8% |
| Participant deferral / active EE | $2,785 | $5,945-53.2% | $7,352-62.1% | $3,952-29.5% |
| Admin fee / account holder | $518 | $6,933-92.5% | $10,799-95.2% | $6,260-91.7% |