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 | $38,918 | $57,281-32.1% | $86,612-55.1% | $75,163-48.2% |
| Participation rate | 48.5% | 63.2%-14.7pp | 71.7%-23.2pp | 67.2%-18.7pp |
| Annual return | 19.72% | 2670.75%-2651.0pp | 591.07%-571.4pp | 160.62%-140.9pp |
| Employer contribution / active EE | $1,549 | $2,314-33.1% | $3,022-48.7% | $2,670-42.0% |
| Participant deferral / active EE | $3,144 | $3,318-5.2% | $4,438-29.2% | $4,125-23.8% |
| Admin fee / account holder | $2,055 | $4,112-50.0% | $5,614-63.4% | $5,651-63.6% |