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 | $48,779 | $53,516-8.9% | $126,539-61.5% | $84,808-42.5% |
| Participation rate | 32.4% | 58.2%-25.8pp | 69.8%-37.4pp | 68.3%-35.9pp |
| Annual return | 16.29% | 58.34%-42.1pp | 425.95%-409.7pp | 40.90%-24.6pp |
| Employer contribution / active EE | $955 | $1,535-37.8% | $3,674-74.0% | $2,631-63.7% |
| Participant deferral / active EE | $1,425 | $2,671-46.6% | $4,083-65.1% | $4,212-66.2% |
| Admin fee / account holder | $4,390 | $4,497-2.4% | $6,065-27.6% | $7,344-40.2% |