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 | $58,506 | $53,516+9.3% | $126,539-53.8% | $84,808-31.0% |
| Participation rate | 29.5% | 58.2%-28.8pp | 69.8%-40.3pp | 68.3%-38.8pp |
| Annual return | 14.50% | 58.34%-43.8pp | 425.95%-411.5pp | 40.90%-26.4pp |
| Employer contribution / active EE | $429 | $1,535-72.1% | $3,674-88.3% | $2,631-83.7% |
| Participant deferral / active EE | $1,956 | $2,671-26.7% | $4,083-52.1% | $4,212-53.5% |
| Admin fee / account holder | $3,599 | $4,497-20.0% | $6,065-40.7% | $7,344-51.0% |