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 | $72,588 | $74,888-3.1% | $71,209+1.9% | $142,382-49.0% |
| Participation rate | 47.6% | 76.2%-28.6pp | 73.8%-26.1pp | 80.1%-32.5pp |
| Annual return | 18.04% | 345.14%-327.1pp | 282.51%-264.5pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,326 | $2,854-53.5% | $2,721-51.3% | $4,299-69.1% |
| Participant deferral / active EE | $1,849 | $4,454-58.5% | $4,175-55.7% | $6,507-71.6% |
| Admin fee / account holder | $3,559 | $5,568-36.1% | $5,349-33.5% | $12,624-71.8% |