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 | $52,499 | $48,795+7.6% | $65,493-19.8% | $84,808-38.1% |
| Participation rate | 37.8% | 67.0%-29.2pp | 73.1%-35.3pp | 68.3%-30.5pp |
| Annual return | 18.33% | 20.20%-1.9pp | 982.45%-964.1pp | 40.90%-22.6pp |
| Employer contribution / active EE | $509 | $1,930-73.6% | $2,574-80.2% | $2,631-80.7% |
| Participant deferral / active EE | $2,462 | $2,928-15.9% | $3,961-37.8% | $4,212-41.5% |
| Admin fee / account holder | $4,356 | $3,877+12.4% | $5,028-13.4% | $7,344-40.7% |