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 | $55,399 | $63,346-12.5% | $92,233-39.9% | $70,131-21.0% |
| Participation rate | 41.0% | 68.7%-27.6pp | 76.5%-35.5pp | 69.5%-28.5pp |
| Annual return | 15.62% | 530.12%-514.5pp | 176.28%-160.7pp | 73.14%-57.5pp |
| Employer contribution / active EE | $1,167 | $2,471-52.8% | $3,679-68.3% | $2,342-50.2% |
| Participant deferral / active EE | $2,032 | $2,854-28.8% | $3,897-47.8% | $3,332-39.0% |
| Admin fee / account holder | $2,358 | $3,840-38.6% | $5,194-54.6% | $4,645-49.2% |