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 | $36,892 | $63,861-42.2% | $104,607-64.7% | $79,858-53.8% |
| Participation rate | 39.3% | 64.9%-25.6pp | 74.1%-34.7pp | 69.6%-30.3pp |
| Annual return | 26.24% | 21.30%+4.9pp | 340.46%-314.2pp | 31.71%-5.5pp |
| Employer contribution / active EE | $448 | $1,588-71.8% | $2,681-83.3% | $2,471-81.9% |
| Participant deferral / active EE | $2,046 | $2,693-24.0% | $3,740-45.3% | $3,740-45.3% |
| Admin fee / account holder | $3,926 | $4,185-6.2% | $6,473-39.4% | $5,306-26.0% |