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 | $31,831 | $85,202-62.6% | $172,739-81.6% | $72,985-56.4% |
| Participation rate | 65.4% | 70.1%-4.7pp | 82.6%-17.3pp | 69.5%-4.1pp |
| Annual return | 26.06% | 27.32%-1.3pp | 802.84%-776.8pp | 81.00%-54.9pp |
| Employer contribution / active EE | $1,018 | $3,324-69.4% | $5,143-80.2% | $2,440-58.3% |
| Participant deferral / active EE | $1,222 | $3,260-62.5% | $5,198-76.5% | $3,607-66.1% |
| Admin fee / account holder | $3,595 | $5,884-38.9% | $13,954-74.2% | $5,124-29.8% |