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 | $61,818 | $45,343+36.3% | $150,298-58.9% | $67,986-9.1% |
| Participation rate | 24.5% | 51.9%-27.4pp | 77.8%-53.3pp | 57.2%-32.7pp |
| Annual return | 16.27% | 33.28%-17.0pp | 62.79%-46.5pp | 31.67%-15.4pp |
| Employer contribution / active EE | $477 | $1,462-67.4% | $4,154-88.5% | $2,019-76.4% |
| Participant deferral / active EE | $1,446 | $2,055-29.6% | $5,453-73.5% | $3,358-56.9% |
| Admin fee / account holder | $6,812 | $2,250+202.8% | $14,116-51.7% | $3,203+112.7% |