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 | $39,617 | $51,638-23.3% | $68,368-42.1% | $82,448-51.9% |
| Participation rate | 36.8% | 63.6%-26.8pp | 73.8%-37.0pp | 68.1%-31.3pp |
| Annual return | 22.16% | 37.53%-15.4pp | 292.57%-270.4pp | 41.64%-19.5pp |
| Employer contribution / active EE | $555 | $2,047-72.9% | $2,649-79.1% | $2,551-78.3% |
| Participant deferral / active EE | $1,241 | $2,914-57.4% | $4,123-69.9% | $4,139-70.0% |
| Admin fee / account holder | $3,661 | $4,643-21.2% | $5,150-28.9% | $7,234-49.4% |