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 | $48,591 | $57,281-15.2% | $86,612-43.9% | $75,163-35.4% |
| Participation rate | 51.3% | 63.2%-11.9pp | 71.7%-20.4pp | 67.2%-15.9pp |
| Annual return | 17.25% | 2670.75%-2653.5pp | 591.07%-573.8pp | 160.62%-143.4pp |
| Employer contribution / active EE | $486 | $2,314-79.0% | $3,022-83.9% | $2,670-81.8% |
| Participant deferral / active EE | $2,098 | $3,318-36.8% | $4,438-52.7% | $4,125-49.1% |
| Admin fee / account holder | $6,789 | $4,112+65.1% | $5,614+20.9% | $5,651+20.1% |