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 | $60,339 | $65,409-7.8% | $98,442-38.7% | $85,850-29.7% |
| Participation rate | 32.3% | 65.0%-32.7pp | 73.3%-41.1pp | 69.3%-37.1pp |
| Annual return | 13.69% | 21.76%-8.1pp | 1492.73%-1479.0pp | 318.53%-304.8pp |
| Employer contribution / active EE | $1,427 | $2,168-34.2% | $2,960-51.8% | $2,565-44.4% |
| Participant deferral / active EE | $3,166 | $3,1660% | $4,276-26.0% | $3,952-19.9% |
| Admin fee / account holder | $6,934 | $4,593+51.0% | $5,949+16.6% | $6,260+10.8% |