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 | $46,653 | $53,516-12.8% | $126,539-63.1% | $84,808-45.0% |
| Participation rate | 35.1% | 58.2%-23.2pp | 69.8%-34.8pp | 68.3%-33.3pp |
| Annual return | 32.00% | 58.34%-26.3pp | 425.95%-393.9pp | 40.90%-8.9pp |
| Employer contribution / active EE | $1,066 | $1,535-30.6% | $3,674-71.0% | $2,631-59.5% |
| Participant deferral / active EE | $2,077 | $2,671-22.2% | $4,083-49.1% | $4,212-50.7% |
| Admin fee / account holder | $2,851 | $4,497-36.6% | $6,065-53.0% | $7,344-61.2% |