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 | $33,820 | $63,346-46.6% | $92,233-63.3% | $70,131-51.8% |
| Participation rate | 52.6% | 68.7%-16.0pp | 76.5%-23.8pp | 69.5%-16.9pp |
| Annual return | 16.39% | 530.12%-513.7pp | 176.28%-159.9pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,219 | $2,471-50.7% | $3,679-66.9% | $2,342-47.9% |
| Participant deferral / active EE | $2,045 | $2,854-28.3% | $3,897-47.5% | $3,332-38.6% |
| Admin fee / account holder | $940 | $3,840-75.5% | $5,194-81.9% | $4,645-79.8% |