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 | $38,488 | $56,114-31.4% | $96,139-60.0% | $85,850-55.2% |
| Participation rate | 48.0% | 56.7%-8.7pp | 68.4%-20.4pp | 69.3%-21.3pp |
| Annual return | 15.95% | 42.30%-26.4pp | 191.94%-176.0pp | 318.53%-302.6pp |
| Employer contribution / active EE | $1,226 | $1,620-24.3% | $2,797-56.2% | $2,565-52.2% |
| Participant deferral / active EE | $1,983 | $2,859-30.7% | $4,349-54.4% | $3,952-49.8% |
| Admin fee / account holder | $633 | $3,768-83.2% | $5,537-88.6% | $6,260-89.9% |