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 | $43,531 | $52,353-16.9% | $120,225-63.8% | $82,448-47.2% |
| Participation rate | 29.5% | 58.3%-28.8pp | 69.6%-40.1pp | 68.1%-38.6pp |
| Annual return | 24.86% | 61.85%-37.0pp | 439.23%-414.4pp | 41.64%-16.8pp |
| Employer contribution / active EE | $237 | $1,510-84.3% | $3,475-93.2% | $2,551-90.7% |
| Participant deferral / active EE | $1,601 | $2,627-39.0% | $3,999-60.0% | $4,139-61.3% |
| Admin fee / account holder | $2,018 | $4,363-53.7% | $5,696-64.6% | $7,234-72.1% |