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 | $48,789 | $59,417-17.9% | $93,606-47.9% | $74,495-34.5% |
| Participation rate | 41.6% | 59.7%-18.1pp | 68.7%-27.2pp | 67.2%-25.6pp |
| Annual return | 16.12% | 81.83%-65.7pp | 133.20%-117.1pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $1,054 | $1,264-16.6% | $2,420-56.4% | $2,623-59.8% |
| Participant deferral / active EE | $2,014 | $3,050-34.0% | $4,411-54.4% | $4,346-53.7% |
| Admin fee / account holder | $872 | $3,021-71.1% | $8,285-89.5% | $1,942-55.1% |