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 | $42,086 | $83,369-49.5% | $105,223-60.0% | $67,986-38.1% |
| Participation rate | 34.0% | 56.3%-22.3pp | 75.0%-41.0pp | 57.2%-23.2pp |
| Annual return | 48.78% | 24.64%+24.1pp | 180.65%-131.9pp | 31.67%+17.1pp |
| Employer contribution / active EE | $1,246 | $2,541-51.0% | $3,689-66.2% | $2,019-38.3% |
| Participant deferral / active EE | $2,540 | $3,295-22.9% | $5,072-49.9% | $3,358-24.4% |
| Admin fee / account holder | $1,233 | $4,073-69.7% | $8,859-86.1% | $3,203-61.5% |