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 | $43,745 | $63,346-30.9% | $92,233-52.6% | $70,131-37.6% |
| Participation rate | 46.0% | 68.7%-22.7pp | 76.5%-30.5pp | 69.5%-23.5pp |
| Annual return | 19.32% | 530.12%-510.8pp | 176.28%-157.0pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1,501 | $2,471-39.3% | $3,679-59.2% | $2,342-35.9% |
| Participant deferral / active EE | $3,045 | $2,854+6.7% | $3,897-21.9% | $3,332-8.6% |
| Admin fee / account holder | $3,277 | $3,840-14.7% | $5,194-36.9% | $4,645-29.5% |