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 | $42,612 | $85,202-50.0% | $172,739-75.3% | $72,985-41.6% |
| Participation rate | 67.0% | 70.1%-3.0pp | 82.6%-15.6pp | 69.5%-2.5pp |
| Annual return | 22.67% | 27.32%-4.7pp | 802.84%-780.2pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,099 | $3,324-66.9% | $5,143-78.6% | $2,440-55.0% |
| Participant deferral / active EE | $1,981 | $3,260-39.2% | $5,198-61.9% | $3,607-45.1% |
| Admin fee / account holder | $4,190 | $5,884-28.8% | $13,954-70.0% | $5,124-18.2% |